A family business owner needs both an estate plan and a succession plan
For family business owners, an estate plan and a succession [...]
If you’re asked to be an executor, be sure you’re up to the task
Make no mistake, serving as an executor (or a “personal [...]
Using POD or TOD accounts may result in undesirable results in certain situations
Payable-on-death (POD) and transfer-on-death (TOD) accounts are attractive estate planning [...]
Should a living trust be part of your estate plan?
As its name suggests, a living trust (also known as [...]
Income taxes can negatively impact your estate plan
As the federal gift and estate tax exemption increases, the [...]
Create an estate planning road map using a letter of instruction
Including a letter of instruction in your estate plan is [...]
2 options for creating a charitable legacy: Lifetime gifts and charitable bequests at death
Incorporating charitable giving into your estate plan can be a [...]
The One, Big, Beautiful Bill Act provides certainty for estate planning
Ever since the Tax Cuts and Jobs Act (TCJA) was [...]
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 [...]