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What If Your Spouse Refuses Estate Planning?

I’m looking for guidance on where to start with planning, in case something happens to me or my husband.
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Mistakes to Avoid with Beneficiary Designations

Here are five critical mistakes to avoid when dealing with your beneficiary designations.
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Are Testamentary Trusts a Good Idea?

A testamentary trust can control your assets after death. However, there may be a better option available, experts say.
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IRS Extends Portability Exemption Relief Filing

The IRS issued a revenue procedure (Rev. Proc. 2022-32) Friday that allows estates to elect ‘portability’ of a deceased spousal unused exclusion (DSUE) amount as much as five years after the decedent's date of death.
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Can You Leave an IRA to a Beneficiary?

Maximize the impact of your legacy and make sure it supports the people and causes that are most important to you.
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What are Alternatives to Guardianship?

We all want to protect vulnerable people from harm. However, taking away all their rights usually isn’t the place to start. Instead, there are several less severe options that could be the right way to go.
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When to Hire an Estate Planning Attorney?

Here are four types of estate situations that could call for professional legal help.
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Capital Gains Taxes in Irrevocable Trusts.

Investors use irrevocable trusts to protect their assets from creditors, lawsuits and estate taxes. However, when you sell a home in an irrevocable trust, that can complicate your tax situation.
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Purpose of a Marital Deduction Trust.

If you’re married, you may be wondering what happens to your assets once you or your spouse passes. The answer to that question depends on various factors, including whether or not you have a marital trust.
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What Is a Marital Trust?

If you’re married, you may be wondering what happens to your assets once you or your spouse passes. The answer to that question depends on various factors, including whether or not you have a marital trust.
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