Estate Planning Blog

For people nearly or newly retired, who potentially still have decades ahead for their assets to compound and grow, estate taxes are a huge concern.

For couples with an age difference of 10 years or more, assets need to last significantly longer to cover both of their retirements, making the risks of missteps higher.

From engaging with people professionally and personally, to posting photos, storing files and accessing our bank account information, this all represents what’s known as our ‘digital legacy.’

Although the beneficiary designation in a 401(k) plan was old, and tied to a previous relationship, a federal court concluded that it was nonetheless valid.

Withdrawals from traditional inherited retirement accounts are treated as income by the IRS, so the timing of these distributions matters for tax strategy.

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.