Estate Planning

Do you want to leave a philanthropic legacy for the future – and simultaneously ensure that you’re leaving something behind for your loved ones? Two popular options that can help with both goals (and offer some significant tax benefits) include Charitable Remainder...

Regardless of what kind of trust(s) you establish as part of your estate planning, naming the right trustee is crucial to the trust being managed in the way you intend it to. Trustees require different types of skills, depending on the purpose of the trust. Maybe...

Estate litigation, such as disputes over the validity of a will, the distribution of assets, or the qualifications of a personal representative, can slow down the probate process. During such litigation, however, critical aspects of estate management still need to be...

In today’s digital age, estate planning extends beyond physical assets like homes and cars. Digital assets, including online accounts, digital currency, and even social media profiles, can be an integral part of your legacy. Properly managing these assets helps ensure...

Planning for the future of a child with disabilities is crucial to ensure their well-being and financial security. A special needs trust can fill a critical role. It allows parents and guardians to provide for their child’s needs without jeopardizing their eligibility...

When you think about leaving things to people in your estate plan, you probably think of things with high financial value first. For example, who gets your house or your boat. Yet it is important not to overlook the little things, including if they do not have much...

You may have a rough idea of how you want your estate to be distributed after you die. However, none of that will matter if you do not leave behind a proper estate plan. The state’s intestacy laws will determine the division of your property. Here is how this plays...

An estate plan will make things much simpler for your family and others when you pass. To ensure things go as smoothly as possible you should let the appropriate people know where to find the documents when the time comes.  Some people opt for the simple option of...

As a responsible person, you take steps to guard against identity theft. You don’t give financial or personal information to people you don’t know, you use passwords that can’t be guessed and much more.  As you prepare to put your estate plan in place, you need to...

Financial planning is a sound strategy for those with wealth and complex, high-value assets, but you still need an estate plan. These two distinct approaches can work together harmoniously to create a comprehensive strategy. While financial planning focuses on your...