You are likely well aware of the tax benefits that come from donating to charity during your lifetime—donations to charity are...

As we talked about last week, investing in life insurance is a foundational part of estate planning. However, when naming your policy’s...

Life insurance is a key component of your family’s estate plan, offering those who depend on you for their financial security a safety...

If you are running a business, it’s easy to give estate planning less priority than your other business matters. After all, if you’re...

In the first part of this series, we discussed a unique planning tool known as a Lifetime Asset Protection Trust. Here we explain the...

As a parent, you’re likely hoping to leave your children an inheritance. In fact, doing so may be one of the motivating factors driving...

Do a Google search for “digital wills” or “online estate planning,” and you’ll find dozens of different websites offering low-cost,...

Do a Google search for “digital wills” or “online estate planning,” and you’ll find dozens of different websites offering low-cost,...

No matter how well you think you know your loved ones, it’s impossible to predict exactly how they’ll behave when you die or if you...

When it comes to estate planning, most people automatically think about taking legal steps to ensure the right people inherit their stuff...

If you are like many homeowners, your home is likely your family’s most valuable and treasured asset. In light of this, you want to plan...

As you likely already know, but may not have given much thought about, the most important inheritance you provide is so much more than...

If you are like many homeowners, your home is likely your family’s most valuable and treasured asset. In light of this, you want to plan...

NFTs, or “non-fungible tokens,” are the latest sensation in the cryptocurrency universe, or as we like to call it the “Cryptoverse.” And...

When it comes to estate planning, you’ve most likely heard people mention a couple of different types of wills. The most common is a...

The pandemic has caused Americans to change their behavior in a number of different ways, and one of the most positive of these changes...

A comprehensive estate plan -- which we prefer to see as a Life and Legacy Plan -- can protect what matters most to you. For many, this...

Yours, mine and ours … in today’s modern family, it’s oh so common. The blended family is the product of 2nd (or more) marriages, in...

Even if you put a totally solid estate plan in place, it can turn out to be worthless for the people you love if it’s not regularly...

If you’re active on social media, Facebook probably plays a prominent role in your life. And now the social media titan can even play a...