What Is a Transfer on Death Deed?
If a will is overlooked, state law and beneficiary designations on financial accounts or property will control what happens next.
Do You Have to Do Probate when Someone Dies?
For most of us, the first time we ever thought about probating a will is when someone in our family has died. So, what does it mean to probate a will?
Should You Get Medical Power of Attorney?
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.
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.