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How to Prepare for a Disaster: Emergency Documents You Need

If you knock time and money off the excuse list, you can take care of some important estate-planning tasks.
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What’s More Important: Estate Plan or Trust?

Trusts and estates are the two main legal structures for transferring assets to your heirs and beneficiaries. Each works in critically different ways.
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Probate Planning: Settling Your Estate

The probate process can be expensive for some estates. Settling an estate through probate can cost you both time and money.
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Don’t Miss Out on Estate Planning Opportunities

People often overlook critical steps when they are doing their estate planning.
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Unequal Inheritances: What Happens Behind-the-Scenes?

Robert, the older brother, and Lon, the younger one, were close as they were growing up in the Queens borough of New York City. However, when their mother passed away and left the bulk of her estate to Robert, Lon was devastated.
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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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