You are probably familiar with the idea and benefits of traditional estate planning: eliminating...
Why receiving an inheritance changes your estate plan
Receiving an inheritance is a huge blessing but, if not handled properly, can also become a curse....
Which life events that require an immediate estate plan update?
Estate planning is the process of developing a strategy for the care and management of your estate...
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...
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....
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...
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...
How to Fix 5 Common Estate Planning Problems
Not surprisingly, most people loathe reviewing their estate plan because it can be both confusing...
Estate Planning Isn’t Spooky! But not planning can be downright terrifying.
The idea of implementing an estate plan might be one of the scariest things you have to confront...
Why Your Estate Planner Needs to Know If You’ve Lent Money to Family
Many children and grandchildren are skipping the traditional bank and obtaining loans from parents...