Tag: Estate Planning

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

If you’re charitably inclined, it may be desirable to donate assets held in a trust. Why? Perhaps you’re not ready to let go of assets you hold individually. Or maybe

The term “probate” is one you’ve probably heard and might associate with negative connotations. But you may not fully understand what it is. For some people, the term conjures images

If you have a family member who’s disabled, financial and estate planning can be tricky. You don’t want to jeopardize his or her eligibility for means-tested government benefits such as

To ensure that a trust operates as intended, it’s critical to appoint a trustee that you can count on to carry out your wishes. But to avoid protracted court battles

As you create your estate plan, your main objectives likely revolve around your family, both current and future generations. Your goals may include reducing estate tax liability so that you

Providing for the educational needs of your children, grandchildren, and even future generations is an honorable estate planning objective. What are your options for achieving this goal? A 529 plan

No one likes to contemplate their own mortality. But ignoring the need for an estate plan or procrastinating in the creation of one is reckless. If you haven’t started the

Let’s assume you have a legally valid will but you’ve decided that it should be revised because of a change in your family’s circumstances. Perhaps all you want to do

In 2022, for most people, it may seem like planning for gift and estate taxes is unnecessary because of the $12.06 million federal gift and estate tax exemption. But even