Should Parent Transfer House to Kid?
What are the advantages and disadvantages of a parent transferring the title of a home to a child?
What Is a Holistic Estate Plan?
No one can predict the future—and navigating that reality is precisely what makes estate planning so complicated.
What Does Tax Proposal Mean for Estate Planning?
Wealthy families could face combined tax rates of as much as 61% on inherited wealth under President Joe Biden’s tax plan, according to a recent analysis.
How to Avoid Probate
How can we avoid probate and reduce the estate tax for our beneficiaries, who are our two adult children?
Do I Need to Pay Taxes on Life Insurance Proceeds?
Knowing when life insurance is taxable and how to avoid taxation can help families ensure their loved ones get all of their policy’s proceeds.
How Do I Address Digital Assets in Estate Planning?
Digital assets are part of your legacy. It’s important to plan for how you want them to be managed after you’re gone.
How to Simplify Estate Planning
Estate planning can be an emotional and challenging endeavor. However, here are three tips to make it easier and to help you prepare for the future.
Your Will and Estate Planning Checklist
Most people should have a will, but it’s rarely the most significant estate planning document that an individual will hold.
What Is a POD Account?
Payable on death accounts can help streamline the process of transferring certain assets to loved ones, after you pass away.
What Does SLAT Mean in Estate Planning?
These spousal trusts are garnering attention as estate and gift tax exemptions are poised for overhaul.