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Do Young Adults Need a Will?

These days it’s easy to feel overwhelmed by many things such as politics, gas prices, the gyrating stock market, summer travel, heatwaves and your health. One thing that shouldn’t overwhelm you is estate planning.
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Did COVID Spark More Estate Planning?

The pandemic has changed how many of us view our priorities. That includes whether to craft a will.
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Can Trusts Help Create Wealth?

One type of trust, the qualified perpetual trust, can be used to pass assets down to your beneficiaries, decade after decade.
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Do You Need a Power of Attorney?

When it comes to a power of attorney document, you don't seem to need it – until you suddenly, desperately do.
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Living Wills Versus DNR Orders

Q: Is there a difference between a ‘living will’ and a ‘do not resuscitate’ order?
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Can Beneficiary Designations Be Challenged?

Retirement accounts fall into a category of assets that pass to heirs directly outside of the will and are not subject to probate. That is, if the paperwork is in order.
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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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