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Why You May Want Restrictions on Charitable Gifts

If philanthropy is an important part of your estate planning legacy, consider taking steps to ensure that your donations are used to fulfill the purposes you intend.

Sentimental Value Matters in Your Estate Plan, Too

When planning your estate, you’re likely focused on major assets like real estate, but it's also important to "sweat the small stuff" that may hold great sentimental value to your heirs...

A Divorce Should Include an Estate Plan Review

If you’re divorcing or recently divorced, it’s important to review your estate plan quickly, for two reasons. First, you may wish to revise your plan immediately to prevent your spouse from...

Leave Your Mark With a Dynasty Trust

If a prime objective of your estate plan is to leave a lasting legacy, a dynasty trust may be right for you and your family...

Make Health Care Decisions While You're Healthy

Estate planning isn’t just about what happens to your assets after you die. It’s also about protecting yourself and your loved ones, like having a plan for making critical medical decisions...

Estate Planning for Single Parents

The percentage of US children living with an unmarried parent has risen from 13% in 1968 to 32% in 2017. As a single parent, certain aspects of your estate plan should be examined.

How to Safeguard Assets for You and Your Heirs

Protecting assets from creditors is a critical aspect of estate planning, but you need to think about your heirs' creditors as well as your own. A spendthrift trust can help. Let's take a look...

Funding Your Living Trust is the Key to Unlocking its Benefits

Revocable trusts offer significant benefits, including asset management (in the event you become incapacitated) and probate avoidance. But the benefits aren't available if you don’t fund the trust.

What You Need to Know About Filing Gift & Estate Tax Returns

Have you made substantial gifts of wealth to family members or are you the executor of the estate of a loved one who died recently? If so, you need to know if you must file a gift or estate tax return

Sudden Impact: When a Spouse Unexpectedly Dies

What if the unthinkable happens and your spouse dies unexpectedly? Would you be prepared to cope emotionally and financially? As the surviving spouse, you’ll face several tasks and challenges...