Estate Planning Blog

Top 10 Estate Planning Myths

April 21, 2023

Everyone needs to worry about estate planning. That planning doesn’t only pertain to what happens when you die but what could happen if you end up incapacitated.

Estate Planning

Protecting Inheritances in a Blended Family

April 19, 2023

As divorce and second marriages become increasingly common, more people find themselves raising children who are not biologically their own. Estate planning for blended families should address this unique situation.

Estate Planning

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.