How should life insurance fit into your estate plan?
Life insurance can provide critical financial protection for the people [...]
Protect your business — and your estate — with a buy-sell agreement
Do you hold an interest in a business that’s closely [...]
If your spouse died this year, should you file a joint federal tax return next April?
The death of a spouse brings significant personal and financial [...]
A QPRT may be the right “home” for your primary or secondary residence
As property values continue to rise, homeowners with large estates [...]
As a single parent, you need an estate plan that achieves these key objectives
According to a 2026 Worldmetrics report, there are between 14.5 [...]
Have concerns about a beneficiary mismanaging an inheritance? A spendthrift trust may be the answer
An important decision you must make when creating your estate [...]
A psychiatric advance directive addresses mental health in your estate plan
You may be familiar with estate planning documents such as [...]
IRS provides gift tax reporting relief for Sec. 530A account contributions
Section 530A accounts, also known as “Trump accounts,” are available [...]
Proper planning can ease the pain of the probate process
When a loved one passes away, settling his or her [...]
Qualified disclaimers help your estate plan change with the times
Estate planning is intended to help ensure that your assets [...]