Because of probate’s public nature, avoiding the process to the extent possible is a goal of many estate plans. Here are some strategies.

The term “probate” is one people may have heard and might associate with negative connotations. Here are the facts.

IRS finalizes SECURE 2.0 rules on Roth catch-up contributions for high earners, with key changes and compliance starting in 2026.

Don’t forget to take income taxes into consideration when planning your estate.

An estate planning “road map” can act as a catchall for your final thoughts. Write them down in a letter of instruction.

A living trust helps manage assets during life and after death—offering key benefits for individuals and families planning their estate.

Are you paying proper attention to beneficiary designations for your retirement accounts, life insurance policies and other “nonprobate” assets?

Learn what benefits enrollment season means, why it matters, and how Omnify makes choosing health, dental, and savings plans simple and stress-free.

Before deciding to own an asset jointly with your adult child, consider these pitfalls.

If you own real estate in multiple states, consider using a revocable trust to make it easier for your beneficiaries.