4 reasons why avoiding probate is a smart estate planning move
When planning your estate, one of the smartest strategies you [...]
Stop procrastinating and get to work on your estate plan
For many people, creating an estate plan falls into the [...]
How The One, Big, Beautiful Bill proposes to change the gift and estate tax exemption
The Tax Cuts and Jobs Act (TCJA) effectively doubled the [...]
Have you made arrangements for your pets in your estate plan?
For many people, pets are more than just animals — [...]
After a person dies, his or her debts live on
One question the family of a deceased person often asks [...]
Have you and your spouse coordinated your estate plans?
When it comes to estate planning, married couples often assume [...]
Why choosing the right trustee matters
It’s not uncommon for an estate plan to contain multiple [...]
Members of the “sandwich generation” face unique estate planning circumstances
Members of the sandwich generation — those who find themselves [...]
Factor in GST tax when transferring assets to your grandchildren
If you’re considering making asset transfers to your grandchildren or [...]
Need to modify an existing irrevocable trust? Decant it
“Decanting” an irrevocable trust allows a trustee to use his [...]
