Building your asset portfolio will likely be an important goal during your lifetime. Along with ensuring that you are financially secure when you …
What Is the UTMA?
If you plan to make gifts in your estate plan to minor beneficiaries, care must be taken when making those gifts. This applies whether the gifts are …
5 Mistakes You Can Avoid When Creating Your Estate Plan
Every adult should have an estate plan in place. When contemplating or creating your estate plan, however, you also want to avoid making common …
5 Mistakes You Can Avoid When Creating Your Estate PlanRead More
How Do I Know If I Need More Than a Simple Will?
When most people think about estate planning, they focus first on the creation and execution of a Last Will and Testament. This is certainly …
Probate and Sibling Disputes
For most people, one of the primary reasons to create an estate plan is to ensure that their estate is distributed according to their wishes after …
Pre-Paid Funeral Contracts – Are They a Wise Choice?
You would undoubtedly prefer to spare your loved ones from having to go through additional grief and stress following your own death. While you cannot …
Pre-Paid Funeral Contracts – Are They a Wise Choice?Read More
How Do I Amend My Will?
While many people choose to incorporate a trust agreement into their estate plan, a Last Will and Testament continues to serve as the cornerstone of …
How Does “Portability” Work?
For many people, an important estate planning goal is tax avoidance. After all, who wants to lose part of their estate to federal gift and estate …
How Is Estate Planning Different for Couples Without Children?
Estate planning too often focuses on couples with children who wish to decide how and when to pass down an inheritance to future generations. …
How Is Estate Planning Different for Couples Without Children?Read More
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