Estate Planning

Life insurance can play a few key roles in an estate plan, depending on your age and situation in life. Different types of policies can provide a variety of options and benefits that offer cash and revenue streams.

Pets are members of the family, so it is important to consider how to provide for them in your estate plan just as you would the human family members. Name a caretaker in your will or set up a pet...

As we enter the giving season, there is an additional reason to be charitable. Congress enacted a special provision that allows more people to easily deduct up to $300 in donations to qualifying charities this year.

While it may seem great to inherit a vacation house, in actuality it may not be practical to keep the property, especially for tax reasons. ...

Life estates can be an excellent tool for Medicaid planning, probate avoidance, and tax efficiency, but there are potential problems and risks to understand before creating one. Is a life estate right for you?...

Medicaid 101

Many websites offer customized, do-it-yourself wills and other estate planning documents. Although these products are convenient, using them could create serious and expensive legal problems for heirs. ...

Revocable trusts are a very popular and useful estate planning tool. But the trust will be ineffective if you do not actually place your assets in the trust.

Allocating your personal possessions can be one of the most difficult tasks when creating an estate plan. To avoid family feuds after you are gone, it is important to have a plan and make your wishes clear.  ...

More and more transactions are done digitally, but estate planning has lagged behind technology. That may be changing, though. Even before the coronavirus pandemic made social distancing necessary, electronic wills were gaining legitimacy. ...