A last will and testament can make certain that your goals for legacy and asset disposition are satisfied and carried...
Is a Tax Change a Good Time to Check My Will?
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Estate Planning
No Time Like the Present Pandemic to Get the Estate Plan Going
There’s nothing like a once-in-a-lifetime global pandemic to focus one’s thinking. 2020 has been one for the books....
What Kind of Estate Planning Do I Need During the Pandemic?
“The COVID-19 pandemic has made 2020 a nightmare for many people, and inadequate estate planning can exacerbate the...
Did Zappos Founder Tony Hsieh Have a Will?
“Advisors were likely powerless to push for an $800 million estate plan, as Zappos founder started to drift into...
What Should I Know about a Living Trust?
“A living trust is an estate planning legal document that contains your instructions and authorization for what you...
Should a Donor-Advised Fund Be Part of My Estate Planning?
“With the prospect of a Biden administration potentially raising tax rates and cutting estate tax exclusion amounts in...
The Need for Guardianship Designations
Estate planning can be a complex process, which is even more complicated when an individual still has minor children....
What are the Biggest Estate Planning Mistakes?
“Taking a few simple steps now can potentially help save your beneficiaries thousands in legal fees and taxes.” One of...
What Happens If You Fail to Submit a Change of Beneficiary Form?
“The financial institution is obligated to distribute the CD to the person or entities that otherwise would be...
Advice If You are Named Executor of a Family Estate
“After a loved one passes, one of the biggest hurdles that families face, is passing wealth onto the next generation....
What Do You Do with a Big Inheritance?
“Let’s start with the numbers: 10 and 1,000,000,000,000. Over this decade, $1 trillion is expected to change hands...
Do I Really Need a Will?
“There’s much to plan for in life — college, your wedding, your first child, life insurance — and with more than...
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and everyone you love.
for everything you own
and everyone you love.
