In some cases, you could inadvertently leave a reality in which your surviving heirs—your kids, parents, or others—are responsible for...

When it comes to estate planning documents, there are a variety of options. The most common of these options is a “last will and...

Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy sounding name, a large amount of wealth will...

With the cost of a funeral averaging between $7,000 and $12,000 and steadily increasing each year, you should consider including enough...

August was “National Make-A-Will Month,” and if you have already prepared your will, congratulations—few Americans have taken this key...

August was “National Make-A-Will Month,” and if you have already prepared your will, congratulations—few Americans have taken this key...

Death and taxes are inevitable. Though we pay our taxes, very few of us are properly prepared for death – either our own death or the...

Death and taxes are unavoidable. We manage to pay taxes but very few are prepared for death – either our own death or the death of a...

With divorce occurring in almost 50% of all marriages in the U.S. and life expectancy increasing every day, second—and even...

People who delay or forego a life that involves marriage and parenting can make estate planning a low priority or at least fail to take...

It is an honor to be asked to serve as trustee for a family member or friend’s trust. A trustee should be honest, reliable, and...

When creating an estate plan, people are often most concerned with passing on the “big things” like real estate, bank accounts, and...

Because estate planning involves actively thinking about and planning for things like death, old age, and disability, many people put it...

Because estate planning involves actively thinking about and planning for issues that arise from getting older, possible disability, or...

Graduation season is upon us. Launching your kids from high school to college is big and can make any parent nervous. The summer ahead...

Whether it’s to qualify for Medicaid, avoid probate, or reduce your tax burden, transferring ownership of your home to your adult child...

If you are a parent with children under the age of 18 at home, your number-one estate planning priority should be selecting and legally...

As a parent, you likely want to leave your children an inheritance. Without the proper precautions, the wealth you pass on could be at ...

Unless you’ve created an estate plan that works to keep your family out of court, when you die (or become incapacitated) many of your...

Without a proper estate plan upon your death, your assets must pass through the court process known as probate before being distributed...