Estate Planning Blog Articles

If you don’t have a spouse or children, you might think you don’t need to do much estate planning. However, if you have any assets, any familial connections, any interest in supporting charitable groups – not to mention a desire to control your own future – you do need to establish an estate plan.

Not all annuities are alike, and some may not be appropriate for you. How much do you know about these investment products?

The death of a loved one results in an emotional grief that, when combined with large sums of money on the line, can cause the beneficiaries of the will or trust or the heirs of the deceased to challenge the validity, interpretation, or administration of the will or trust.

The documents may still be valid but if they are stale or outdated, you may spend significant money trying to use them down the road.

The word “estate” has always been connected to “ultra-rich” families, those with a lot to leave behind after their death. However, definitions have changed, and anyone who has anything to leave behind needs to plan their estate. “Estate planning” essentially becomes your family’s guidebook, once you are no longer in the picture. Sounds important? Definitely, and here’s why.

Most people should have a will, but it’s rarely the most significant estate planning document that an individual will hold.

Estate planning can be an emotional and challenging endeavor. However, here are three tips to make it easier and to help you prepare for the future.

Expert tips on why starting your estate plan early, choosing beneficiaries, and thinking about how you want to transfer your wealth to the next generation are critical for your financial future.

For most of us, the first time we ever thought about probating a will is when someone in our family has died. So, what does it mean to probate a will?