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 [...]
