Is an Irrevocable Life Insurance Trust Right for You?
Featured
Estate| By
Javier Simon

Is an Irrevocable Life Insurance Trust Right for You?

An Irrevocable Life Insurance Trust can reduce estate taxes and protect heirs, but its rigidity and complexity mean it isn’t right for everyone.
All You Need to Know About the Estate Tax
Featured
Estate| By
Javier Simon

All You Need to Know About the Estate Tax

The ‘death tax’ sounds scary, but high exemptions and smart planning mean it rarely applies.
Revocable Trust or Irrevocable Trust: Which Is Right for You?
Featured
Estate| By
Javier Simon

Revocable Trust or Irrevocable Trust: Which Is Right for You?

Choosing the right living trust depends on how much control, protection, and flexibility you need.
Understanding Financial Planning in a Divorce
Featured
Estate| By
Javier Simon

Understanding Financial Planning in a Divorce

How to safeguard your finances, accounts, and retirement plans when ending a marriage.
How to Benefit From Charity Trusts
Featured
Estate| By
Javier Simon

How to Benefit From Charity Trusts

How charitable trusts and donor-advised funds can help you support causes you care about while generating income and tax benefits.

Latest

Is an Irrevocable Life Insurance Trust Right for You?
Estate| By
Javier Simon

Is an Irrevocable Life Insurance Trust Right for You?

An Irrevocable Life Insurance Trust can reduce estate taxes and protect heirs, but its rigidity and complexity mean it isn’t right for everyone.
All You Need to Know About the Estate Tax
Estate| By
Javier Simon

All You Need to Know About the Estate Tax

The ‘death tax’ sounds scary, but high exemptions and smart planning mean it rarely applies.
Revocable Trust or Irrevocable Trust: Which Is Right for You?
Estate| By
Javier Simon

Revocable Trust or Irrevocable Trust: Which Is Right for You?

Choosing the right living trust depends on how much control, protection, and flexibility you need.
Understanding Financial Planning in a Divorce
Estate| By
Javier Simon

Understanding Financial Planning in a Divorce

How to safeguard your finances, accounts, and retirement plans when ending a marriage.
How to Benefit From Charity Trusts
Estate| By
Javier Simon

How to Benefit From Charity Trusts

How charitable trusts and donor-advised funds can help you support causes you care about while generating income and tax benefits.
When Fair Doesn’t Mean Equal in Estate Planning
Estate| By
Tribune News Service

When Fair Doesn’t Mean Equal in Estate Planning

How to leave unequal inheritances to your children while minimizing hurt feelings and family conflict.
How to Structure Your Estate So Your Heirs Avoid a Financial Headache
Estate| By
Javier Simon

How to Structure Your Estate So Your Heirs Avoid a Financial Headache

A few key estate planning moves today can help you protect your legacy and spare your family unnecessary stress.
What You Need to Know About Gifting Trusts
Estate| By
Javier Simon

What You Need to Know About Gifting Trusts

Smart gifting strategies—including trusts—can help you pass on wealth while minimizing gift and estate taxes.
How to Protect Your Finances If You Become Incapacitated
Estate| By
Javier Simon

How to Protect Your Finances If You Become Incapacitated

A few simple legal steps can safeguard your money, medical decisions, and family if you become unable to manage them yourself.
Estate-Planning Moves Every Retiree Should Make
Estate| By
Javier Simon

Estate-Planning Moves Every Retiree Should Make

Retirement is the right time to review wills, trusts, beneficiaries, and tax strategies to protect your assets and loved ones.
Is an Irrevocable Life Insurance Trust Right for You?
Estate| By
Javier Simon

Is an Irrevocable Life Insurance Trust Right for You?

An Irrevocable Life Insurance Trust can reduce estate taxes and protect heirs, but its rigidity and complexity mean it isn’t right for everyone.
All You Need to Know About the Estate Tax
Estate| By
Javier Simon

All You Need to Know About the Estate Tax

The ‘death tax’ sounds scary, but high exemptions and smart planning mean it rarely applies.
Revocable Trust or Irrevocable Trust: Which Is Right for You?
Estate| By
Javier Simon

Revocable Trust or Irrevocable Trust: Which Is Right for You?

Choosing the right living trust depends on how much control, protection, and flexibility you need.
Understanding Financial Planning in a Divorce
Estate| By
Javier Simon

Understanding Financial Planning in a Divorce

How to safeguard your finances, accounts, and retirement plans when ending a marriage.
How to Benefit From Charity Trusts
Estate| By
Javier Simon

How to Benefit From Charity Trusts

How charitable trusts and donor-advised funds can help you support causes you care about while generating income and tax benefits.
When Fair Doesn’t Mean Equal in Estate Planning
Estate| By
Tribune News Service

When Fair Doesn’t Mean Equal in Estate Planning

How to leave unequal inheritances to your children while minimizing hurt feelings and family conflict.
How to Structure Your Estate So Your Heirs Avoid a Financial Headache
Estate| By
Javier Simon

How to Structure Your Estate So Your Heirs Avoid a Financial Headache

A few key estate planning moves today can help you protect your legacy and spare your family unnecessary stress.
What You Need to Know About Gifting Trusts
Estate| By
Javier Simon

What You Need to Know About Gifting Trusts

Smart gifting strategies—including trusts—can help you pass on wealth while minimizing gift and estate taxes.
How to Protect Your Finances If You Become Incapacitated
Estate| By
Javier Simon

How to Protect Your Finances If You Become Incapacitated

A few simple legal steps can safeguard your money, medical decisions, and family if you become unable to manage them yourself.
Estate-Planning Moves Every Retiree Should Make
Estate| By
Javier Simon

Estate-Planning Moves Every Retiree Should Make

Retirement is the right time to review wills, trusts, beneficiaries, and tax strategies to protect your assets and loved ones.