Estate Planning Blog Articles

Taking out a funeral plan does not only have cost benefits but can also ease some of the emotional distress at an already difficult time.

If you’re in a blended family, you’re already aware of the emotional and financial issues involved in your daily life. However, what about the future?

Many baby boomers may hesitate to discuss money with their children, but the reality is that a massive amount of wealth will be transferred in the next couple of decades.

I was told that unlike wills, a trust doesn’t require probate and is not taxable. My main asset is a house that I want to pass on to my son. Would a living trust help?

Planning for the death of a spouse is difficult and painful. It involves conversations that we don’t want to have.

It’s generally a bad idea to name a trust as beneficiary of your IRA.

There's plenty of frightening data on retirement planning in the U.S., even before you consider COVID-19.

Although there is considerable legal information and misinformation, it is generally understood that a last will and testament is the device used to distribute property after death. However, the why, how and when are less familiar.

Some people are concerned that the new conservative 6-3 majority on the Supreme Court will roll back protections for non-traditional families. Regardless of the decisions at the Supreme Court, or the impact on the state family courts, there are many ways that non-traditional families can maintain control.