Category: Estate Planning

Arguably the most common reason people put off estate planning is naming a guardian for their minor children. There’s no doubt that this is a difficult decision for parents to

The “Sandwich Generation” refers to those who are currently taking care of your children and elderly parents. It may be personally gratifying to help your parents, but it also can

Estate planning can be further complicated if you have a  spouse or partner. Because even if you and your spouse have agreed on most major issues in the past —

It may be tempting to view new inheritance  as ‘found money’ that can be spent freely. However, unless your current financial plan can ensure that you’ll comfortably reach all your

It’s possible to reduce your taxable estate through a variety of techniques and strategies when estate planning to help ensure your wishes are carried out after your death. Indeed, the

Not all assets are created equal. One such asset to consider in your estate plan is firearms. If you own one or more guns, careful planning is required to avoid

Your estate plan can quickly be derailed no matter how much you prepare, should you or a loved one require long-term home health care or an extended stay at an

Generally, it’s important to build flexibility into your estate plan using various strategies because life circumstances change over time, including those related to evolving tax laws and family situations. One

While you may have your estate plan, will, trusts, and other official documents in order, it might be in your best interest to have an additional document as well. Known

Moving your trust to a different jurisdiction may have favorable results for a few reasons. For instance, moving to a different jurisdiction may help you avoid or reduce state income