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What Information Should Be in a Will?

June 10, 2024

Most people spend each phase of their lives preparing for the next one, whether it's starting a family, buying their first home, or eventually retiring.

Estate Planning

Update Beneficiaries to Protect Assets after Gray Divorce

June 7, 2024

Explore critical steps for updating beneficiaries after a mid to late-life divorce to protect assets and secure loved ones' futures.

Estate Planning

Why Unmarried Couples Need Protection of an Estate Plan

June 5, 2024

Forgoing the legal entanglement of marriage can lead to troubling outcomes should one member of the couple face incapacity or an untimely death.

Estate Planning

Unlocking the Potential of Small Estate Probate

June 3, 2024

This article explores small estate probate, what it is, why it’s beneficial and ways to qualify.

Estate Planning

Inherited IRAs: How the 10-Year Rule has an Impact on Required Minimum Distributions in 2025

May 31, 2024

The Internal Revenue Service (IRS) recently delayed its proposed 10-year rule that will impact inherited Individual Retirement accounts (IRAs) and required minimum distributions (RMDs). This article unpacks RMDs, transition relief and how the 10-year rule might impact your estate planning.

Estate Planning

How to Plan for Beneficiaries with Disabilities

May 29, 2024

Planning for disabled beneficiaries is important, not only for those beneficiaries with known disabilities but also for those who may be disabled at the time of the decedent’s death.

Estate Planning

C-Suite Estate Planning: Strategies for Executives

May 27, 2024

Executives manage complex financial landscapes while striving for professional success, creating unique estate planning goals and challenges. This article explores estate planning for executives, key considerations and an executive's unique goals.

Estate Planning

Pros and Cons of Probate in Estate Planning

May 24, 2024

The process averages six to nine months to complete. However, it may take up to two years or more for some complex estates, tying up the assets that your family may need immediately.

Estate Planning

Estate Planning Strategies to Maximize Returns for Investors

May 22, 2024

Integrating stock options into your estate plan requires careful consideration to ensure that your loved ones can benefit from this financial asset. This article explores how you can include stock options in your estate plan to maximize their value for future generations.

Estate Planning

Preserving Your Legacy: Estate Planning for Landowners

May 20, 2024

As a landowner, planning for the future and ensuring that your property is preserved and passed down to future generations is essential. This article explores how estate planning can help landowners safeguard their legacy and ensure continuity for their family farm or ranch.

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