Estate Planning Blog

What Do I Need to Know If I’m Getting an Inheritance?

February 15, 2023

Heirs receiving an inheritance can expect the process to take time. Having a plan for the money and consulting with professionals are also things to keep in mind.

Estate Planning

Preventing Disinheritance: Safeguarding Your Loved Ones

February 13, 2023

If your beneficiary designations are out of date and you die without updating those designations, your assets could go the wrong people–a former spouse, for example–no matter what your will says.

Estate Planning

Who Should I Name as a Co-Trustee?

February 10, 2023

Unlike a last will and testament, a revocable living trust is effective during your lifetime.

Estate Planning

How Do IRAs and 401(k)s Fit into Estate Planning?

February 8, 2023

Investing for retirement is one of the most important steps you can take toward building a secure financial future for you and your family. The sooner you can start, the better. Contributing to a retirement account can help you work toward your goals and may provide tax advantages to boost your progress.

Estate Planning

Passing Assets Through A Trust: How Does it Work?

February 6, 2023

There’s no single path for everyone to follow. However, you might consider establishing a trust, which offers some key benefits.

Estate Planning

Jointly Owned Property: What Happens When a Co-Owner Dies?

February 3, 2023

Various types of property, such as bank accounts and real estate, can be owned jointly with another person(s).

Estate Planning

Is Your Estate Plan Ready for Tax Changes?

February 1, 2023

There are useful estate planning vehicles that take advantage of current historically high federal exemptions, while providing flexibility to adapt and modify those plans based upon future events or tax law changes.

Estate Planning

High-Interest Rates Have an Impact on Estate Planning

January 30, 2023

When the 7520 rate is low—as it has been for 15 years—opportunities for good planning abound. However, what about when the rate is high? Few estate planners have needed to ask themselves that question until very recently.