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At Your Own Risk: Pitfalls of DIY Estate Planning

There’s no law that says you can’t prepare your own estate plan, but unless your estate is small and your plan is quite simple, the pitfalls of do-it-yourself (DIY) estate planning can be many.

Funeral Arrangements a Critical Part of Your Estate Plan

Funeral arrangements are a critical component of your estate plan. Failure to clearly communicate your wishes can lead to tension, disputes and even litigation among family members.

A Trust Made for Family Members with Special Needs

If you have a child or family member with a disabling condition that requires long-term care or prevents them from being able to support him- or herself, consider a Special Needs Trust.

The Latest Scam Targeting Businesses | Part 3

Even the most tech-savvy employees can fall victim to the sophisticated efforts of today’s fraudsters, especially if a fraudster has gotten access to your company’s or one of your vendor’s email...

Double-Duty Giving with Charitable Gift Annuities

If you’re charitably inclined, you may wish to consider a charitable gift annuity, which combines the benefits of an immediate income tax deduction and a lifetime income stream...

21st Century Estate Planning for Digital Assets

Though you can’t physically touch digital assets, they’re just as important to include in your estate plan as your material assets. Makes sure your loved ones know they exist, and how to access them.

Tax Law Effect on Estates and Inherited Property

A tax law change enacted in 2015 warrants your attention. It generally prohibits the income tax basis of inherited property from exceeding the property’s fair market value (FMV). Let's take a look.

The Latest Scam Targeting Businesses | Part 2

We’ve been discussing a very common type of fraud affecting our businesses, Business Email Scams or Spoofing. There are three key components that you and your employees should understand: what . . .

Fortify Your Estate Plan Against Undue Influence Claims

It’s possible your will could be contested and your true intentions defeated if someone is found to have exerted “undue influence” over your decisions. Let's take a look.

Naming a Minor as Beneficiary: Unintended Outcomes

A common estate planning mistake is to designate a minor as beneficiary of a life insurance policy or retirement plan. You mean well, but doing so can have significant undesirable consequences.

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