Estate Planning Featured A Power of Appointment Can Provide Estate Planning Flexibility Read More → Do You Have the Right Amount of Life Insurance Coverage? Read More → 5 Questions Single Parents Should Ask About their Estate Plans Read More → A Revocable Trust Can be a Versatile Tool in Your Estate Plan Read More → Have You Prepared an Advance Health Care Directive? Read More → Should a married couple use a joint trust or separate trusts? Read More → Achieve Multiple Estate Planning Goals With One Trust: A CRT Read More → The Ins and Outs of Relocating Your Trust to a Tax-Friendlier State Read More → Leaving specific assets to specific heirs may lead to unintentional outcomes Read More → Should a married couple use a joint trust or separate trusts? Read More → Ensure you’re properly documenting your charitable donations Read More → Taking the long view of long-term care insurance Read More → Understand your spouse’s inheritance rights before getting remarried Read More → Making defined-value gifts may benefit your estate plan Read More → Achieve multiple estate planning goals with one trust: A CRT Read More → What are the duties of an executor? Read More → A real-life example of why a holographic will isn’t enough Read More → A spendthrift trust can act as a wealth preserver Read More → Estate planning for residential real estate with a qualified personal residence trust Read More → Filing a joint tax return for the year of a spouse’s death can be beneficial Read More → A power of appointment can provide estate planning flexibility Read More → Beware these 5 estate planning pitfalls Read More → A self-directed IRA can benefit your estate plan — but know the risks Read More → Undue influence claims may upend your estate plan Read More → An HSA can be a healthy supplement to your wealth-building regimen Read More → Assets with sentimental value may require more thoughtful planning than those with greater monetary value Read More → Making will revisions by hand is rarely a good idea Read More → Conservation easements are under IRS scrutiny Read More → See More Blog Posts
