Lifetime Gifting & Estate Tax
There are many reasons why estate planning is essential. However, [...]
Pros and Cons of a Transfer on Death Account
In the estate planning world, no method is perfect. Even [...]
Estate Planning Tips for Small Business Owners
When you own a small business, your business itself is [...]
3 Handy Tips to Optimize Your Retirement Assets
Have you ever heard the phrase “Begin with the end [...]
Estate Planning for Millennials
One interesting thing that has come out of the pandemic [...]
Estate Planning Tips if You Get Divorced
Did you know the US has one of the highest [...]
What Is Fair in a Second Marriage and Estate Planning
Getting married may feel like a fresh start but it [...]
Pour-Over Will: 5 Things to Know
A pour-over will is a great legal tool to ensure [...]
How Is Your Trust Taxed?
Are trust funds taxed? If so, how do trust taxes [...]
5 Myths about Wills
Writing a will is something a lot more Americans should [...]