Estate Planning Blog

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.

Inheriting an IRA can significantly impact your financial future. Understand the ramifications of an inherited retirement to maximize benefits and minimize tax liabilities.

Estate planning and divorce are intricate processes, each filled with legal nuances and detailed accounting (to say nothing of the emotions involved).

Given the massive $84 trillion wealth transfer already underway, it’s best to know all the details before making any big financial legacy moves.