Estate Planning

Estate planning can benefit your family after you are gone by ensuring they receive your assets in the manner you see fit. However, this crucial legal process also offers benefits to you while you are still alive. For instance, a power of attorney provides another...

Every life contains various milestones that affect the course of our futures. Getting married, the birth of our children, the death of loved ones -- events like these make up our strongest memories and help define us as individuals. They can also make your estate plan...

Executors hold a lot of responsibility and need to accomplish a number of tasks. They act as a central figure to estate planning in general, performing crucial tasks. Thus, it is important to understand what executors do and how they manage in order to choose the best...

Executors hold an important role in estate planning. They act as the manager of the estate, in essence, which means the burden of many duties falls on their shoulders. But exactly what duties do executors need to handle? This is a crucial thing to understand before...

Creating a will is one of those tasks that always feels like it can wait. There is no concrete deadline, only vague guidance on milestones when others typically create their own estate plans. When you hit some of the typical milestones when you are young, it is easy...

Are you worried about how your loved ones are going to manage their inheritance once you’re gone? If so, then you’re probably looking for estate planning vehicles that protect both your loved ones and your estate. One option at your disposal is the incentive trust....

An estate plan is the perfect way to communicate your wishes as to how you want your assets distributed after you pass away. In addition to distributing your wealth to your beneficiaries, you can also use your estate plan to help charities you care about. There are...

There are key times in every estate planner’s life when it can be crucial to update their estate plan. It is a good idea to regularly review an estate plan, and to update it after key events in one’s life. When the estate planner moves If the estate planner makes a...

If you have taken the leap and executed an estate plan, that is great! However, estate planning is not a one-and-done job. There are times when you want to review your estate plan, to ensure it continues to meet your needs. You have moved It is not unusual for people...

If you recently lost a loved one, you are going through a difficult time. Uncertainty about your inheritance may increase the amount of stress you feel as you grieve. Inheritance and estate taxes are two separate charges levied by the government. Whether you pay one...