Estate Planning

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

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

If you asked 100 people on the street what estate planning is for, the great majority would probably say something

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

What do you do if you have a life insurance policy or annuity, and discover that another policy or annuity

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

Estate planning is not solely about passing on your assets to your loved ones; it is also about ensuring that

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

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

A durable power of attorney (POA) is a legal document that gives someone you trust the right to make financial