Charitable Planning
Is Charitable Giving Part of Your Estate Plan?
When it comes to charitable giving, most donors think of cash—its liquidity and immediate benefits make it a go-to option.
December 25, 2024
Estate Administration
Planning to Protect Your Children’s Inheritance: Asset Protection
You’ve worked hard for your wealth. Don’t let it fall into the wrong hands. Consider prenups, trusts and other protections to safeguard your family legacy.
December 24, 2024
Estate Planning
What Should You Do If Your Estate Plan is Out of Date?
A farm couple spent a lot of money on their estate plan years ago. However, now it’s outdated.
December 23, 2024
Estate Planning
Why an Updated Estate Plan Is Critical, Especially Now
This is the perfect time to get an estate plan in place, or if you have one already, to make sure your plan is updated for changes in the law and that it reflects your current intentions.
December 20, 2024
Estate Planning
How Does a Special Needs Trust Work?
It’s common for parents of children with disabilities to worry about their childrens’ futures. However, one way they can provide support and give loved ones peace of mind is by creating a special needs trust.
December 19, 2024
Estate Administration
Probate for Real Estate in Multiple States: Managing Assets
Managing real estate in multiple states can complicate probate. However, with the right estate plan, you can help your family avoid the extra time, cost and stress.
December 18, 2024
Asset Protection
Leaving Inheritance to Estranged Family Members: What Should You Consider?
Leaving an inheritance to estranged family members can create more harm than good. However, understanding your options can help you make a decision that brings peace.
December 17, 2024
Estate Planning
Six Assets to Keep Out of an Estate Plan
By carefully considering what to include in your estate plan—and what to leave out—you can help your family avoid unnecessary conflict and heartache.
December 16, 2024
Estate Planning
How Can a Will Be Changed?
While a codicil provides flexibility, frequent amendments can complicate estate planning and create room for misunderstandings.
December 13, 2024
Asset Protection
Wealth Protection Through Estate Planning
Estate planning is crucial and beneficial in many ways since it documents all your assets—from real estate, bank accounts, investments and business interests to personal items, like family heirlooms and even your monthly subscriptions.
December 12, 2024