Estate Planning Articles

The Estate Tax Is Not the Only Consideration in Estate Planning

The U.S. Congress continually debates the estate tax, often considering whether or not it should be done away with entirely. Many people think this tax is a cornerstone of estate... Read More

Does a Roth Make Sense for You?

Choosing between a traditional IRA and a Roth IRA can have significant tax and estate planning consequences. Whether a Roth is the right option depends on a number of factors,... Read More

Five Estate Planning Myths

Estate planning is on everyone's "should do" list, but it rarely seems to make it to the top of the "to do" list. Perhaps this is because of all the... Read More

What to Expect When You’re Inheriting

Most of us have daydreamed about inheriting money, but the reality of inheriting often doesn't match our dreams. In the real world, an inheritance can bring with it a number... Read More

Helping Your Parents Age Gracefully

Your mom and dad have always been there to guide you through life's challenges. Now, the tables are turning. Learn some strategies for gently helping your parents plan for the... Read More

Your Family Deserves More Than an Estate Plan

If you want to leave a true legacy, a traditional estate plan is not enough. With Legacy Planning, you can pass on your values, wisdom, and family heritage along with... Read More

Planning Your Estate With Privacy in Mind

When you use a Will to plan your estate, much of your personal information becomes public after your death. A Trust can help you accomplish your estate planning goals while... Read More

Why a Trust Makes Sense – Even If Your Child Is Not a Child

If your children have reached adulthood, you might assume it's best to leave them their inheritances outright, with no restrictions. However, you want to make sure your children enjoy flexibility... Read More

I Have an Estate Plan: Do I Still Need My Attorney?

Your estate plan is prepared. Your Living Trust is in place and properly funded, you have a Pour-Over Will just in case, and your incapacity plan is ready and waiting... Read More

The Accidental Spouse

Could you be married and not even realize it? If you live in a state that recognizes common law marriage, you could be married even without a marriage license or... Read More