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Estate Plan Cements Your Legacy

Preparing for the future supports the causes you believe in and provides peace of mind for you and your heirs.
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Inherited IRA Complexities

Navigating the often complex world of inherited individual retirement accounts (IRAs) can be daunting, especially in the wake of losing a loved one.
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Estate Plan Updates for Snowbirds

If you are headed somewhere warm to spend the winter months, you will want to be sure you have everything in order before you go.
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Do Premarital Agreements Help?

What’s a premarital agreement, how does it work, and what does Costner’s wife, Christine Baumgartner, stand to lose if she challenges theirs?
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Life Settlement Agreements?

In a life settlement agreement, you sell your life insurance policy instead of surrendering it or letting it lapse.
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Asset Protection Trust Planning

There are many reasons, however, to incorporate asset protection trusts into even the simplest estate plan–especially in the context of passing assets to children and grandchildren.
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Estate Planning and Tax Strategies

In the intricate world of personal finance, few concepts hold as much potential to safeguard and grow one’s wealth as strategic estate planning.
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Don't Procrastinate Your Estate Planning

As life is unpredictable, it is better to start planning sooner rather than later. In fact, upon attaining the legal age of majority in your state of residence (typically at age 18), you should begin considering some form of an estate plan.
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Are ‘Pour-Over’ Wills Helpful?

For those who want to avoid the court-controlled process that takes place after a person’s death (known as ‘probate’)—using a Revocable Living Trust is typically the best way to do so.
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Revocable Trusts for Retirees

If you plan to pass assets through a will, just remember that most of the time, that will becomes public once the probate estate is closed. Therefore, if you left one of your children out, left your favorite a bit more or are just a private person, you may be better off with a trust.
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