Blogs
Are Your Documents Following the Same Script? Basics of Beneficiary Forms and Estate Planning
In the event of your untimely death, the manner in which your beneficiaries -- or those people who receive your assets from your...
Can You Bequeath Your Frequent Flyer Miles?
If you’re a frequent airline traveler, one of your estate planning concerns may be what will happen to your accumulated miles once...
Do your parents have an estate plan?
If you find yourself in the “sandwich generation” (someone who is caring for both your children as well as your parents...
Estate Planning: Why Me, Why Now, and Is a Will Enough?
You have worked hard for years, have family members and friends you care about, and have approached a time in your life when “estate...
There’s Never A Better Time Than Now to Get Your Affairs in Order
The idea of getting your financial and legal house in order is likely the last thing on your mind during the busy holiday season....
Strategies for Reducing the Income Tax Squeeze on Irrevocable Trusts
Under federal income tax laws, irrevocable, non-grantor trusts (such as Bypass Trusts and Dynasty Trusts) are subject to highly...