Category: Estate Planning

Most people think of estate planning in terms of what happens to your children and your assets when you die. However, of equal (or possibly more) importance is having a

Technical goals are extremely important when creating an estate plan, such as protecting your assets from creditors’ claims and minimizing gift and estate taxes. However, your ‘softer’ goals should also

Estate planning can be tricky, especially when you’re getting remarried. You may want to limit your partner’s rights to assets, especially when it comes to providing for others. This can

Among the many decisions you’ll have to make as your estate plan is being drafted is who you will appoint as the executor of your estate and the trustee of

The death of a spouse is a devastating, traumatic experience. When it happens, dealing with taxes and other financial and legal obligations are probably the last things on your mind.

There’s no shortage of online do-it-yourself (DIY) tools that promise to help you create an ‘estate plan.’ But while these tools can generate wills, trusts, and other documents relatively cheaply,

Because the federal gift and estate tax exemption amount currently is $12.06 million, fewer people need life insurance to provide their families with the liquidity to pay estate taxes. But

Whether the economic climate is stable or volatile, one thing never changes: the need to protect your assets from risk. Hazards may occur as a result of factors entirely outside

Are you planning to move to a different state? It may be due to a change in jobs, a desire for a better climate, an opportunity to downsize, or to