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Are Testamentary Trusts Wise?

February 2, 2023
A testamentary trust can control your assets after death. However, there may be a better option available, experts say.
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When to Hire an Estate

February 1, 2023
Here are four types of estate situations that could call for professional legal help.
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Capital Gains Irrevocable Trust

January 31, 2023
Investors use irrevocable trusts to protect their assets from creditors, lawsuits and estate taxes. However, when you sell a home in an irrevocable trust, that can complicate your tax situation.
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Why We Need Estate Plans

January 30, 2023
Accidents happen. Illnesses can strike anyone unexpectedly. So, take a moment to get a few basic estate planning tasks out of the way. You—and the people you love—will be glad you did.
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If My Spouse Dies

January 29, 2023
In many marriages, one spouse manages the finances and the other manages the day-to-day household decisions and maintenance. But what if your spouse tragically, suddenly, passes away?
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Why Is a Will So Important?

January 25, 2023
The thought of preparing your own will might feel a little daunting, bringing an onslaught of emotions like fear or sadness.
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How Inherited IRAs Work

January 24, 2023
When someone dies with money left in an Individual Retirement Account (IRA), the funds can get passed on to the person's loved ones through an inherited IRA.
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How to Plan in Uncertain Times

January 23, 2023
Pandemics, inflation, rising interest rates, war in the Ukraine—uncertain times indeed! And yet, in the world of estate planning, almost every change in the zeitgeist offers its own suite of planning opportunities and applicable techniques.
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What are Estate Plan Basics?

January 22, 2023
You don’t have to be older and rich to do some estate planning.
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Blended Family Estate Planning

January 21, 2023
Traditional, very simple estate planning may not be sufficient to accomplish estate planning goals in many blended family situations.
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