How do I make gifts in order to reduce my potential estate tax liability?
If your estate is large enough to trigger a federal estate tax, consider adding a gifting strategy to your estate plan. It is vital to go about this properly.
Why an Estate Plan Is the Right Christmas Gift for Your Family
Not sure what to get your family for the holidays? Learn why you should make an estate plan part of the gift.
Do I need to update my beneficiary designations after my spouse passes away?
When your spouse passes away, it is very important to update your estate plan. This includes reviewing the beneficiary designations on certain accounts.
How do I know if I should create a trust or a will?
Should you create a will, a trust, or maybe both types of documents if you are creating your estate plan? Find out how to decide, here.
Duty to Protect Trust Assets Is a Trustee’s Crucial Job
Trustees have a duty to protect the assets of the trust. Learn six ways that this duty may be fulfilled.