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Three More Reasons to Have an Estate Plan

Estate planning not only makes things easier for your loved ones if you become incapacitated or when you’re gone, but it also does these three important things. Read more

Should I Add My Pet to Estate Plan

When it comes to pets and estates, there are two main rules to understand. Read more

How to Include Digital Assets in Your Estate Plan

Cryptocurrency has changed the nature of what can be considered an asset, and that’s affected estate planning, too, the process of allocating your assets to your heirs on your death. Read more

Do I Pay Taxes When I Inherit

An inheritance is a windfall that can absolutely help someone’s financial situation — but it can make your taxes tricky. Read more

Bob Barker Cause of Death

Legendary Price Is Right host Bob Barker, who died last month at age 99, had been quietly battling Alzheimer’s disease. Read more

Revocable Trusts Make Sense for Retirees

If you plan to pass assets through a will, just remember that most of the time, that will becomes public once the probate estate is closed. Therefore, if you left one of your children out, left your favorite a bit more or are just a private person, you may be better off with a trust. Read more

How Can I Successfully Transfer My Business to My Children

Whether planning as the predecessor or the next generation, having the right processes — and partners — in place will set up the transition for success. Read more

Now Is the Time for Estate Planning

As life is unpredictable, it is better to start planning sooner rather than later. In fact, upon attaining the legal age of majority in your state of residence (typically at age 18), you should begin considering some form of an estate plan. Read more

Trusts Make Sense for All Tax Brackets

There are many reasons, however, to incorporate asset protection trusts into even the simplest estate plan–especially in the context of passing assets to children and grandchildren. Read more

Pour-Over Will

For those who want to avoid the court-controlled process that takes place after a person’s death (known as ‘probate’)—using a Revocable Living Trust is typically the best way to do so. Read more