Blogs
IRAs, Annuities and Guardianship: Providing for Your Minor Children after You Die
Deciding on a guardian for your minor children may very well be the most vexing decision you’ll make regarding your estate planning....
Trusts – The Swiss Army Knife of Estate Planning
To the general public, a trust may seem like an advanced tool only for the wealthiest among us. But, the reality is that trusts are...
The Pros and Cons of Probate
In estate planning circles, the word “probate” often comes with a starkly negative connotation. Indeed, for many people — especially...
How to Manage Your Basis “Step Up”
If you or someone you know has received an inheritance, it is important for you to understand how to manage your basis “step up.” A...
How a Community Property Trust Could Save You From Heavy Taxation Down the Road
When it comes to your family’s legacy, every dollar you can save from tax collection counts. One way to keep your assets out of the...
How to Fix 5 Common Estate Planning Problems
Not surprisingly, most people loathe reviewing their estate plan because it can be both confusing and daunting. Others do not want...