Estate Planning Blog

For most business owners, the business is the most valuable item on their balance sheet.

Getting married in middle age or beyond, is not only a significant personal milestone, it’s also one of the biggest financial decisions of your life.

Revocable trusts are much more common than irrevocable trusts because they provide many important estate planning benefits.

People who die without a will can leave a thicket of probate problems for loved ones.

We look at the latest research findings offering valuable insights into the inheritance trends impacting today’s and tomorrow’s estate planning strategies.

Estate planning can be a sensitive topic for families to talk about. Here’s how to get past the awkwardness and discuss estate planning with your family.

Your business, likely your most valuable asset, deserves careful consideration within your estate plan to ensure a smooth transition of ownership and management in the event of incapacity or death.

Inheriting a pre-tax IRA may be less beneficial than the parent intends.

The terms ‘revocable trust’ and ‘living trust’ are commonly heard in an estate-planning context. You may hear people say, ‘My house is in trust for my children,’ or something along those lines.

Explore the benefits and challenges of co-owning a vacation home, and how an estate planning attorney can help prevent potential disputes.