Estate Planning Featured Pairing a Living Trust with a Pour-over will can Help Cover All Your Assets Read More → Ease the Burden on Your Family Immediately after Your Death by Planning Now Read More → Is a QTIP Trust Right for Your Blended Family? Read More → Your Family Needs to know How to Access your Estate Planning Documents Read More → Don’t Forget to Include a Residuary Clause in Your Will Read More → Beware the Pitfalls of DIY Estate Planning Read More → Does your Estate Plan Include a Financial Power of Attorney? Read More → Feeling Charitable? Be Sure you can Substantiate Your Gifts Read More → Don’t Let Beneficiary Designations Thwart your Estate Plan Read More → Intrafamily Loans Must be Handled with Care Read More → A Quiet Trust Has its Benefits, but an Incentive Trust may be a Better Option Read More → Is a Custodial Account Right for Your Family? Read More → A Family Business Owner Needs Both an Estate Plan and a Succession Plan Read More → If You’re Asked to be an Executor, Be Sure You’re Up to the Task Read More → Using POD or TOD Accounts may Result in Undesirable Results in Certain Situations Read More → 95% of Affluent Investors Need to Update Their Estate Plans: Are You Prepared? Read More → Should a Living Trust be Part of Your Estate Plan? Read More → Create an Estate Planning Road Map Using A Letter of Instruction Read More → 2 Options for Creating a Charitable Legacy: Lifetime Gifts and Charitable Bequests at Death Read More → The One, Big, Beautiful Bill Act Provides Certainty for Estate Planning Read More → When Moving Out of State, Review Your Estate Plan Read More → 4 Reasons Why Avoiding Probate is a Smart Estate Planning Move Read More → Stop Procrastinating and Get to Work on Your Estate Plan Read More → An Employee Stock Ownership Plan can be a Versatile Business Exit and Estate Planning Tool Read More → How The One, Big, Beautiful Bill Proposes to Change the Gift and Estate Tax Exemption Read More → From the Simple to the Complex: 6 Strategies to Protect Your Wealth from Lawsuits and Creditors Read More → After a Person Dies, His or Her Debts Live On Read More → Have You and Your Spouse Coordinated your Estate Plans? Read More → See More Blog Posts
