Like many people, you may make it to your retirement years without ever giving the... [Read more...]
Can I Contest My Parent’s Will?
The period of time following the death of a parent is typically filled with grief,... [Read more...]
Making Trusts More Flexible
Trusts can be drafted to be quite flexible. This article examines several ways you can... [Read more...]
Steps for a New Trustee to Take
One of the most common additions to a well thought out estate plan is a... [Read more...]
When and Where You Die Matters
Where you die matters. While you’ll pay the same federal estate tax no matter where... [Read more...]
Planning is Critical
It’s important to have a plan. If you don’t have a plan, your state law... [Read more...]
ABLE Accounts
An ABLE account is a great strategy for someone who became disabled by age 26.... [Read more...]
Beneficiary Designations, etc., Aren’t a True Substitute for a Trust
TOD / POD, beneficiary designations, and joint tenancy can be simple ways to transfer assets... [Read more...]
What Are 529 Plans and What Are Their Advantages?
What are 529 plans? Can they be held in trusts? Read on to learn more... [Read more...]
Have You Heard of These Trusts?
One of the reasons why it is important to discuss your estate planning goals with... [Read more...]
New Tax Proposals
There are two new tax proposals being floated. One is an income tax proposal and... [Read more...]
What are UGMA and UTMA Accounts?
What are UTMA and UGMA accounts? Are there better alternatives? Read on to learn more... [Read more...]
