Your family needs to know how to access your estate planning documents
Making sure your family will be able to locate your [...]
Don’t forget to include a residuary clause in your will
When creating a will, most people focus on the big-ticket [...]
Beware the pitfalls of DIY estate planning
A do-it-yourself (DIY) estate plan may seem appealing to those [...]
Does your estate plan include a financial power of attorney?
Your estate planning goals likely revolve around your family, including [...]
Feeling charitable? Be sure you can substantiate your gifts
As the end of the year approaches, many people give [...]
Don’t let beneficiary designations thwart your estate plan
For many individuals, certain assets bypass their wills or trusts [...]
Intrafamily loans must be handled with care
Is one of your top estate planning goals to provide [...]
A quiet trust has its benefits, but an incentive trust may be a better option
When it comes to estate planning, one of the more [...]
Is a custodial account right for your family?
If you’re considering opening an investment account for your minor [...]
A family business owner needs both an estate plan and a succession plan
For family business owners, an estate plan and a succession [...]
