Estate Planning Blog

The death of a spouse leaves a long list of things to do, all while you’re grieving. It can be tough to know exactly what to tackle first.

A revocable trust allows assets correctly transferred into the trust during the grantor’s lifetime to bypass probate. This can simplify asset distribution and help preserve privacy.

Here are some common solutions for planning related to estate, gift, and generation-skipping transfer tax, major liquidity events, state income taxation, and estate planning for single individuals.

Parents of special-needs children must balance both retirement preparations and care for these children after Mom and Dad are gone.

The Great Wealth Transfer” is a significant event affecting millions of families. Proper estate planning is crucial to navigate this transition smoothly and to preserve your legacy.

Living trusts are private, changeable and efficient. Are they right for you?

The IRS has clarified that benefits used under the current exemption won’t be subject to future reduction or ‘claw-back,’ meaning that proactive estate planning can lock in a permanent tax advantage, making now an opportune time to act.

If I knew then what I know now about probate, I’d have done more to avoid the process altogether with my mother’s estate.

The population of single adults without children aged 50 and over is growing. Estate planning for single people can protect your future quality of life and carry on your wishes when you’re gone.