Estate Planning Blog Articles

Payable on death accounts can help streamline the process of transferring certain assets to loved ones, after you pass away.

Ensuring that your wishes on your medical care are followed is up to you. Take action now while you’re well, or you could lose a say in the matter during a crucial time later.

What are the advantages and disadvantages of a parent transferring the title of a home to a child?

Lots of people “forget” to have a will prepared.

You can reduce stress and expenses for yourself and your family, if you develop an estate plan that includes these important documents.

The estate tax exemption raised by the Tax Cuts and Jobs Act will sunset in five years—possibly sooner, as the new Congress gears up for a Biden tax overhaul.

Estate planning isn't just about hard assets anymore. Who will read your email when you die?