What Happens If You Lose Your Estate Attorney?
Featured

What Happens If You Lose Your Estate Attorney?

Attorney gone? Your will and trusts are probably still intact. But there are a few key steps you shouldn’t ignore.
Is an Irrevocable Life Insurance Trust Right for You?
Featured

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

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

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

Understanding Financial Planning in a Divorce

How to safeguard your finances, accounts, and retirement plans when ending a marriage.

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What Happens If You Lose Your Estate Attorney?

What Happens If You Lose Your Estate Attorney?

Attorney gone? Your will and trusts are probably still intact. But there are a few key steps you shouldn’t ignore.
Is an Irrevocable Life Insurance Trust Right for You?

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

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?

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

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

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

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

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

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

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.
What Happens If You Lose Your Estate Attorney?

What Happens If You Lose Your Estate Attorney?

Attorney gone? Your will and trusts are probably still intact. But there are a few key steps you shouldn’t ignore.
Is an Irrevocable Life Insurance Trust Right for You?

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

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?

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

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

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

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

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

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

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.