Why Contingent Beneficiaries Matter
Your will is the foundation of your estate plan. Notably, it provides for the disposition of your worldly possessions, including… Read More
Will Your Will Be Contested?
If your estate has to be probated, in a perfect world everything will go without a hitch and the assets… Read More
Need to Make a “Quick Fix” to Your Will?
Executing a codicil may be the answer For most people, the first step in estate planning is to create a legally… Read More
Small Business Owners May Qualify For The Special Use Valuation Method
The need for estate planning is essential for small business owners who have most of their personal fortune tied up… Read More
Estate Planning Pitfall: You’ve Overlooked Digital Assets in Your Estate Plan
Traditionally, an estate plan addresses the tangible assets you own, such as cash and securities, investment real estate, vehicles, and… Read More
Decisions, Decisions: Many Factors Go Into Deciding When to Transfer Wealth
A critical estate planning decision is whether to transfer wealth during your lifetime or keep your assets in your estate… Read More
Estate Planning Pitfall: You’re Using the Wrong Type of Living Trust
You may have already recognized the benefits of using a living trust. Typically, this trust type makes sense if you’re… Read More
Create an Eldercare Plan for an Elderly Loved One
No one would expect you to operate a business without developing a business plan. Typically, you would review the plan… Read More
Don’t Count Out the Bypass Trust
To paraphrase Mark Twain, the reported demise of the bypass trust may be greatly exaggerated. In fact, this estate planning… Read More
Take Full Advantage of Your Annual Gift Tax Exclusion
Did you know that one of the most effective estate-tax-saving techniques is also one of the simplest and most convenient?… Read More
