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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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Your Business in Your Estate Plan?

When you own or operate a business, ensuring that this plan accounts for the future of the business is critical.
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What's a Community Property Trust?

Getting a step-up in basis when each spouse dies can be a big tax advantage. It has not been available to those who live in common-law states. However, it may now be–through a community property trust.
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How Does Probate Court Work?

Probate court is a segment of the judicial system that oversees the execution of wills as well as the handling of estates, conservatorships and guardianships.
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The Purpose of a Guardian

A frequent concern for those with aging loved ones is the future need for guardianship. Unfortunately, the concept of guardianship can be confusing and overwhelming.
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