Category: Estate Planning

It may not be your first thought to consider how bequeathing assets to your family might affect them when creating or revising your estate plan. But, it’s extremely important and

Owning property jointly benefits an estate plan, generally speaking, as joint ownership offers multiple advantages for surviving family members. On the contrary, there are exceptions and it may not be

A revocable trust can provide significant benefits. Otherwise known as a ‘living trust,’ they can include the ability to avoid probate of the assets the trust holds and facilitating management

A buy-sell agreement should be a critical component of your estate and succession plans if you own interest in a business. These agreements provide for the orderly disposition of each

Passing as much of your wealth as possible to your family may be one of your primary estate planning goals. That means sheltering your estate from gift and estate taxes.

Nearly a quarter (23%) of U.S. children under the age of 18 live with one parent according to the Pew Research Center. This is more than three times the share

If you’re charitably inclined, you probably know that donations of long-term appreciated assets, such as stocks, have an advantage over cash donations. However, in some instances the roles can be

As is typical, you’ve probably accumulated a wide variety of tangible assets throughout your life. Such valuables, ranging from automobiles to works of art to property and beyond, are usually

In the event they’re incapacitated and unable to make decisions themselves, many people include health care powers of attorney or advance directives in their estate plans. And although it’s less

A solid estate plan starts with leaving no doubt regarding your intentions. Writing a clearly communicated letter of instruction can go a long way when it comes to clearly detailing