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Estate Planning for Different Ages and Stages of Life

An estate plan works like the operating system on your phone or computer. It runs in the background. However, it needs occasional updates to keep the plan current.
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5 Major Missteps in Your Estate Planning

It goes without saying that everyone should have an estate plan.
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6 Steps to Prevent Family Fights over Inheritance

In early 2022, Bloomberg News reported that Americans can expect to inherit $72.6 trillion over the next quarter century—more than twice as much as a decade ago. With so much potential generational wealth on the line, there is always a risk that it will become the subject of a dispute.
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Ways to Transfer Home to Your Children

Transferring a home to adult children is not quite as easy as giving them the keys and letting them move in. No matter how you do it, the taxman wants his cut, whether through estate and gift taxes or those for property and income, both federal and state.
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Protect Your Elderly Parents with Estate Planning

As the American population of seniors continues to expand, the need for intentional estate planning becomes more urgent, especially for the children of aging parents.
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Some Assets are Better Left Outside of Will

That last will and testament you have tucked away? It may not be the last word on what happens to your stuff after you are gone. Instead, that legal document’s directives for doling out your wealth may be overruled by other paper­work and relevant laws.
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Your Estate Plan Could Be a Disaster

We’re all looking to save taxes, court costs, legal fees and ‘make it simple’ for our heirs. A last will and testament is the cornerstone of all estate planning, maybe with a trust.
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Inheritance Talk: What Do Your Kids Want to Get?

While it might seem too soon to think about this uncomfortable topic, it’s still something that needs to be carefully planned to make everyone’s life a little easier as they handle the grief of losing a loved one.
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Is Your Business Included in Estate Plan?

When you own or operate a business, ensuring that this plan accounts for the future of the business is critical.
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Should I List Beneficiaries on my Life Insurance?

Here are three smart moves to make when picking (or adjusting) your life insurance beneficiaries.
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