Don’t overlook digital assets in your estate plan
When it comes to digital assets, it’s important to know [...]
Own foreign assets? Account for them in your estate plan
Failing to address any foreign assets you possess in your [...]
An HSA can be a healthy supplement to your wealth-building regimen
Health Savings Accounts (HSAs) allow eligible individuals to lower their [...]
Assets with sentimental value may require more thoughtful planning than those with greater monetary value
As a formal estate planning term, “tangible personal property” likely [...]
Making will revisions by hand is rarely a good idea
The laws regarding the execution of a valid will vary [...]
Conservation easements are under IRS scrutiny
For many years, conservation easements have been a powerful estate [...]
When providing for your children, one trust may be better than two
One of the most effective ways to provide for your [...]
Address mental health care in your estate plan with a psychiatric advance directive
It’s not uncommon for people to address the fact that [...]
Can a split annuity strategy help you achieve a balance in retirement?
You may be currently facing this dilemma: You’ve retired (or [...]
Look it up: A glossary of key estate planning terms
Estate planning has a language all its own. While you [...]
