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Appointing Your Legacy: A Guide to Using a General Power of Appointment Trust to Protect Your Spouse
Through sickness and health, thick and thin, you and your spouse have…
Beneficiary and Transfer-on-Death Designations: Are You Doing It Right?
Do you know which of your accounts have beneficiary designations, sometimes called…
Choosing the Ideal Trust for Your Wishes
The term estate may bring to mind mansions, vast fortunes, and a…
Ensure That Your Loved Ones Call the Right Doctor
It Is Time to Make Your Estate Planning List and Check It…
How Do You Want to Leave Your Money Behind?
Is Outright Distribution the Perfect Fit for Your Loved Ones? Although Americans…
How to Make the Next 100 Days Impactful
What comes to mind when you think of spring? Maybe it is…
Incapacity Planning: The Other Part of Estate Planning
Why You Need to Worry About Incapacity Planning Death is the elephant…
Maximize Tax Benefits and Protect Your Spouse with a Qualified Terminable Interest Property Trust
Valentine’s Day spending totaled nearly $26 billion in 2024, including an all-time…
Notable Estate Planning Legislation
No matter the time of year, taxes are always a hot topic….