Aging Baby Boomers are a major force behind the phenomenon known as the "Great Wealth Transfer," the largest intergenerational wealth...

Make arrangements to manage and protect your property. Leaving your home country is a significant life event, made even more complex and...

It's important to understand when tax issues become relevant in estate planning. Revocable living trusts are cornerstones of many robust...

Yes, life insurance is an excellent and often indispensable estate planning strategy for a wide range of individuals, from those with...

Despite the taboo of planning for your mortality, not having a plan is actually what's most harmful. In America, about two-thirds of...

High costs and a complex regulatory environment bring broader economic pressures for California business owners. For small business...

Inheriting property can stir up a whirlwind of emotions. The situation takes a unique turn when that property is a timeshare you find...

A warm moment shared between a father and his adult son, highlighting the trust and responsibility often seen in family trustee roles....

In estate planning, the durable power of attorney (DPOA) is often a hidden gem. This critical legal document can bring peace of mind and...

Losing a loved one is one of life's toughest challenges. When that person dies without a will, trust or any type of succession planning,...

Losing a loved one is always challenging, and dealing with their estate can add to the stress. A common question in this difficult time...

Without an estate plan, families could face many challenges such as high fees, probate processes, family conflicts, and stress.

Common estate planning questions answered. What is an estate plan? Trust or will? What is a trust? What if I die without an estate plan?

Before letting yourself get overwhelmed with complex estate planning decisions like transferring your property into trusts, dividing...