Estate Planning

Retirement assets, including Individual Retirement Accounts (IRAs), often make up a large part of a deceased person’s estate. Retirement accounts are also, unfortunately, one of ...

Ten states in the U.S. are classified as “community property” states, in which each partner in a marriage is considered to own half of the ...

If you asked 100 people on the street what estate planning is for, the great majority would probably say something like “to provide for your ...

As the beneficiary of a trust, you are entitled to benefit from the assets held by the trust. You are dependent, however, on the Trustee ...

What do you do if you have a life insurance policy or annuity, and discover that another policy or annuity better meets your needs? Do ...

Probate avoidance is a common estate planning goal – and with good reason. When an estate gets held up in probate it can cost the ...

Estate planning is not solely about passing on your assets to your loved ones; it is also about ensuring that what you have worked hard ...

In this digital age, almost everyone has at least one Facebook page. Whether you joined to share pictures of your grandchildren, to promote your business ...

Whether you are creating your own estate plan or managing the affairs of a recently deceased family member, familiarity with gift and estate taxes is ...