Addressing your Estate Planning during Divorce is Critical
Estate planning and divorce are intricate processes, each filled with legal nuances and detailed accounting (to say nothing of the emotions involved).
July 31, 2024
Avoid Using AI to Create a DIY Estate Plan
Generative artificial intelligence (AI) is changing the world. However, many overestimate its capabilities. Using AI to create a DIY estate plan might save time now, although time will expose its shortcomings.
July 30, 2024
Naming Guardians for Minor Children Is Critical for Parents
Choosing the right guardians for minor children is a key estate planning decision. Discuss guardianship with an estate planning attorney to ensure that someone raises your children as you wish.
July 23, 2024
If you are Leaving Property Behind, Consider a Land Trust
Land trusts are key tools to protect your privacy and control your property. Learn how you can leverage a land trust in your own estate planning.
July 22, 2024
Sometimes, a Professional Trustee is a Good Idea
There are options for people who don’t have family—or don’t want their family—to handle their affairs.
July 18, 2024
Should You Tell Beneficiaries Their Inheritance?
This article discusses some of the advantages and strategic considerations of sharing estate planning details with the next generation, while recognizing that transparency is not a fix-all solution and may, in some cases, cause or exacerbate existing disagreements.
July 16, 2024
Estate Planning with Annuities can be Complex
Annuities offer income security, tax advantages and legacy benefits for your heirs. Find out how estate planning and annuities can strengthen your legacy.
July 15, 2024
The Estate of The Union Season 3|Episode 7 is out now!
The Estate of The Union Season 3|Episode 7 is out now! The current immigration debates are nothing new, and are politically charged by both parties.
July 11, 2024
Planning for Retirement with a Special Needs Child
Planning for retirement when you have a child with special needs is difficult. However, you can overcome this challenge with thorough, strategic estate planning.
July 8, 2024
Avoiding Tax Issues When Gifting to Grandchildren
Learn how to avoid tax troubles when gifting to grandchildren and secure their future with effective estate planning strategies, such as a 529 account or trust.
July 2, 2024