Estate Planning Blog

What Strategies Minimize Estate Taxes?

March 24, 2023

With 2022 bringing very little change to trust and estate law, 2023 remains a prime opportunity to take advantage of the favorable tax landscape.

Estate Planning

Does Divorce Have an Impact on Estate Planning?

March 22, 2023

When you're in the midst of a divorce, you're probably not thinking about estate planning or your will. However, if you're divorcing, you should think about the impact a divorce can have on an estate plan.

Estate Planning

What Is an Estate Planning Checkup?

March 20, 2023

An appointment with your estate planning attorney can address any holes that have developed and ensure that everything is in place.

Estate Planning

What are Some Best Practices for a Trustee?

March 17, 2023

Being a trustee is difficult. However, adopting the following four best practices employed by professional trustees will go a long way to ensure that you’ll effectively execute your duties and mitigate your liability.

Estate Planning

Can a Power of Attorney Withdraw Money from Bank Account?

March 15, 2023

The first step in understanding whether a power of attorney can transfer money to themselves is to understand the different types of power of attorney.

Estate Planning

What are RMD Rules for 2023?

March 13, 2023

The SECURE 2.0 Act, which was signed into law in December 2022, changes the RMD rules for retirement savers beginning in 2023.

Estate Planning

How Do I Maximize My IRA?

March 10, 2023

Use these suggestions to boost the balance in your retirement nest egg.

Estate Planning

Top Benefits of Estate Planning

March 8, 2023

Estate planning isn’t just for the ultra-wealthy, nor is it something you should put off until your golden years.

Estate Planning

Busting Some Estate Planning Myths

March 6, 2023

While thinking about legacy planning can be unpleasant because it involves discussions about incapacity or mortality, it's an important aspect of good financial planning that shouldn't be ignored.

Estate Planning

Can a Revocable Trust Protect Assets from Creditors?

March 3, 2023

With a revocable trust, you are typically both the founder and the trustee. This means that you both create the trust and manage its assets and operations.

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