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...

Waiting too long to create will can lead to loss of control over your legacy and your family's well-being. We get it. When you're...

When we think about investment opportunities, creating a revocable living trust might not be the first idea that pops up. Yet, in the...

Losing a loved one is a difficult time, and it can feel overwhelming to manage their financial matters. Among the important tasks is...

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

Credit: Richard Bell/Unsplash In California, “Elder Abuse” is defined as a crime involving the infliction of financial exploitation,...

SAME-SEX COUPLES CAN LEGALLY MARRY, BUT MANY REMAIN UNMARRIED In 2015, same-sex marriage was legalized in all 50 states and Washington,...

Why Life Insurance Makes a Big Difference in Estate Planning. Use it strategically to pay funerals, debts, taxes, support minor kids.

Minor children are the ones most affected when a person dies without a will.

As parents age, a paradigm shift occurs. As children, we look to our parents for everything but as adults, we find our parents looking to...

What is a Conservatorship? A conservatorship is a court proceeding in which a judge appoints a responsible person or persons (the...

Both wills and trusts are important tools in your estate plan. There is no one-size-fits-all approach to estate planning. Each plan must...

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