Estate Planning Blog Articles

The Wealth Advisor’s recent article entitled “Beware of These Common Estate Planning Scams” advises you to avoid these common estate planning scams. Cold Calls Offering to Prepare Estate Plans. Scammers call and email purporting to be long lost relatives who’ve had their wallets stolen and are stranded in a foreign country. Seniors fall prey to…

It may seem like a grim way to spend your free time, but planning your estate when you are young can actually give you the peace of mind you will need to enjoy your golden years in the future.

Trusts give parents of special-needs children additional options for extending care and financial assistance. However, you might need some expert help.

A proper estate plan will help those left navigate the disposition of assets and the probate court system, especially for unmarried couples and some married same-sex couples.

One of the most important decisions you will ever make is choosing a fiduciary.

If you don’t have a spouse and children, you might not think you need to do any estate planning—but that’s not the case.

As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.

At some point in your life, you may find yourself an administrator, a beneficiary or a creditor of a probate estate. You may even want this information for planning your own estate.