For an estate plan to be complete and successful, vital information must be provided to the people who will implement it.

It’s widely understood that estate planning consists of passing on wealth from one generation to the next. While this is certainly a major component, far too often, there are several other critically ...

A well-executed estate plan is like a finely-tuned machine, requiring regular maintenance to ensure seamless operation in the face of life's uncertainties. Your clients' estate plans should be ...

“Estate planning” is off-putting on so many levels. “Estate” conjures up images of the uber-wealthy setting aside giant tracts of land for the next generation. (Do I even have an estate, you wonder?) ...

Now is the time to plan for your loved ones. Life-altering changes happen in the blink of an eye, but preparing ahead protects your plans and wishes. To continue ...

It’s easy to understand that misconception. A key focus of estate planning is to reduce the tax liability on your estate when you die. In 2024, however, the estate tax applies only to estates worth ...

Estate planning is one of those tasks that makes almost any other job look appealing, no matter how lowly: Cleaning the filter on the vacuum cleaner has more appeal. You may even wonder if your assets ...

It’s the grim task that you keep pushing to the bottom of your to-do list: Thinking about your death and what will happen to your money and your legacy. But once you do finalize your estate plan, ...