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Estate Planning for Stages of Life

An estate plan works like the operating system on your phone or computer. It runs in the background. However, it needs occasional updates to keep the plan current.
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Is Your Estate Ready for 2026?

Because once 2026 arrives, many of the tax adjustments that were part of the 2017 Tax Cuts and Jobs Act (TCJA) are expected to expire.
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Estate Planning for Nursing Home Residents.

Research shows that most of these executors aren’t experts and struggle with the estate settlement process.
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Olivia Newton-John's Estate Plan

Olivia Newton-John would have celebrated her 74th birthday on September 26. The Cambridge-born star earned millions for her efforts in music and entertainment, and a staggering final act of charity saw Newton-John’s family splitting their inheritance with her charities.
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Estate Planning for Changing Economy

One goal of estate planning is to bring some certainty to a multitude of variables. Recent increases in inflation, interest rates and market volatility, however, are causing some experts to reassess their options.
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Do College Kids Need an Estate Plan?

As a kid reaches 18, they’re an adult in the eyes of the law. Therefore, your parental authority no longer exists and in turn you can lose access to information.
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Inheriting a Retirement Account?

There’s almost always a reckoning when the government proffers a tax break. So it is with individual retirement accounts (IRA)s, 401(k)s and similar accounts that investors fund with pre-tax earnings.
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Health Care Power of Attorney

It is your right to keep your health information private, but is that always what is in your best interests?
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Irrevocable Life Insurance Trusts

Life insurance is often a cornerstone of a comprehensive estate plan, particularly when an estate consists of largely illiquid assets.
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Estate Planning Considerations for Minor Children

When preparing estate planning documents, certain beneficiaries may need more protection than others. One particular class of beneficiaries that needs to be intentionally considered is minor children.
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