Estate Planning Blog

Smart estate planning can spare your family the delays, costs and public exposure that come with probate.

Legal, tax and financial advisors for these Baby Boomer Business Owners (BBBOs) face a unique set of estate planning challenges that require specialized strategies to protect their clients’ accumulated wealth, minimize tax exposure and ensure successful transition of the business to future generations.

There is an inherited IRA change for 2025 that could trigger an IRS penalty of up to 25% before year-end.

A few smart title choices and beneficiary forms can move assets to loved ones quickly, privately and with less cost.

Beyond not making a will at all, here are the biggest mistakes estate planning attorneys see clients make.

We’re often told to get our affairs in order for our loved ones. Too often, though, some of our most loyal companions–our pets–are overlooked in estate planning.

Similarly, you can avoid leaving a mess behind for your family by being meticulous now about identifying who you want to get your money but also knowing a little about how the process will play out when you’re gone.

When did you last review your will? Before children? Before a big move?