Do not Procrastinate on Estate Planning Moves
If you find yourself in the lucky position of either passing along your wealth to your heirs or receiving a wealth transfer from a relative, this is an exciting thing. However, it does come with some legal and financial concerns if not done well.
Keep Your Life Private and Avoid Probate with a Trust
One of the major benefits of a living trust is that the trust assets bypass the probate process. In most states, this may mean savings in probate costs up to many thousands of dollars.
Estate Planning Is More than a Last Will and Testament
Retirees are dropping the ball over crucial legal documents.
Estate Planning Strategies for a Family Business
Effective estate planning ensures the longevity of your family business by addressing succession, tax efficiency and governance for future generations.
Common Estate Planning Mistakes and How to Avoid Them
Despite the importance of estate planning, many families delay it. They view it as complex or something only for the wealthy.
Avoid Common Estate Planning Mistakes
Piecemeal estate planning, where wills, trusts, insurance policies and other instruments are created in isolation, often leads to conflicts and inefficiencies.
What Is a Living Trust?
A popular option is a living trust, which many people consider one of the better routes to take.
Estate Planning Steps to Contemplate in 2025
Every year offers a chance to step back, recalibrate and plan for the year ahead, and 2025 is no different.
Three Key Steps for Estate Planning When You Don’t Have Children
It gets a lot more complicated if you can’t count on a child to be a caregiver, or to make major decisions.
Planning to Protect Your Children’s Inheritance: Asset Protection
You’ve worked hard for your wealth. Don’t let it fall into the wrong hands. Consider prenups, trusts and other protections to safeguard your family legacy.
