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Passing Assets Through A Trust: How Does it Work?

February 6, 2023

There’s no single path for everyone to follow. However, you might consider establishing a trust, which offers some key benefits.

Estate Planning

Jointly Owned Property: What Happens When a Co-Owner Dies?

February 3, 2023

Various types of property, such as bank accounts and real estate, can be owned jointly with another person(s).

Estate Planning

Is Your Estate Plan Ready for Tax Changes?

February 1, 2023

There are useful estate planning vehicles that take advantage of current historically high federal exemptions, while providing flexibility to adapt and modify those plans based upon future events or tax law changes.

Estate Planning

High-Interest Rates Have an Impact on Estate Planning

January 30, 2023

When the 7520 rate is low—as it has been for 15 years—opportunities for good planning abound. However, what about when the rate is high? Few estate planners have needed to ask themselves that question until very recently.

Estate Planning

Is Estate Planning and Writing a Will the Same Thing?

January 27, 2023

Many people think that estate planning and writing a will are the same. However, one is actually just part of the other.

Estate Planning

Protect Your Estate: Tips on How to Safely Store Your Estate Plan

January 25, 2023

Safeguarding legal documents and providing access to this information is a big consideration in your caregiving plan.

Estate Planning

Can a 529 Plan Help with Estate Planning?

January 23, 2023

You can set up a 529 savings plan account for any beneficiary. You can also set up accounts for as many beneficiaries as you want.

Estate Planning

What Is the Best Asset Protection?

January 20, 2023

Perhaps the largest number of people who may benefit from asset protection planning are those who are at most mildly concerned about asset protection issues, or not even aware of the need for such planning.