Estate Planning Blog

Key Components of an Estate Plan to Tackle First

April 17, 2023

Having the right legacy plans and documents in place is one of the most important steps aging individuals can take, both to give themselves peace of mind and to avoid the possibility that confusion will make an already challenging situation even worse.

Estate Planning

Should You Give Your Children an Inheritance Now?

April 14, 2023

Retirees should secure themselves first, and if you’re all set there, then consider a few other things, such as the impact on the children and tax issues.

Estate Planning

What Is the Relationship between Executor and Beneficiaries?

April 12, 2023

In terms of executor vs. beneficiary rights, there are several differences with regard to what type of authority each one has.

Estate Planning

Get These Estate and Tax Items Done Before It’s Too Late

April 10, 2023

What estate planners need to accomplish for their clients before Tax Day, as well as the regulatory changes they need to be aware of while preparing for the big day.

Estate Planning

What Makes Americans Worry about Estate Planning?

April 7, 2023

One-quarter of Americans said inflation has caused them to think about estate planning, the survey said. Two out of three Americans said they don’t have any kind of estate planning documents.

Estate Planning

Think Strategically when Creating an Estate Plan

April 5, 2023

Crafting a carefully considered estate plan can ensure that asset distribution aligns with both your intended legacy and your beneficiaries’ needs.

Estate Planning

What are the Big Emotional Issues in Estate Planning?

April 3, 2023

There is a massive movement of money going on right under our nose. It’s not illegal or unethical. However, it’s fraught with peril.

Estate Planning

Three Ways to Making Trusts Millennial Friendly

March 31, 2023

If your estate plan benefits Gen Y (also known as Millennials) it’s important to design a trust that supports what makes them thrive.

Estate Planning

Do Family Secrets Hurt Estate Planning?

March 29, 2023

A study by the financial services research firm reveals just how big a problem family secrets can be, as reported in Financial Advisor’s recent article “Family Wealth Transfers Undermined by Secrecy.” Most asset holders plan to share their wishes and intentions with family members before they die. However, the research reveals only about half actually…

Estate Planning

What Should I Ask a Prospective Estate Planning Attorney?

March 27, 2023

While more than half of Americans believe estate planning is essential, a mere 33% actually have a living trust or will. And one out of three respondents who don’t have a will reason that they don’t think they have sufficient assets to warrant estate planning.

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