Estate Planning

Besides deciding what will happen to your estate when you pass on, one of the most important decisions you need to make when creating your estate is the choice of a trustee. Your choice of a trustee can mean the difference between efficient and professional handling of the trust you leave behind and one that [...]

People who are doing their estate planning often think about their high-value assets first. They decide who’s going to get the house. They divide the contents of their bank account. They consider what to do with their investments or their life insurance. It is true that all of these things are important, but don’t let [...]

A surprising number of people think that it is safe and reasonable to wait to create an estate plan until they are about ready to retire. The obvious issue with this approach is that it leaves a person with little protection during their working life. It can also leave their closest family members in a [...]

If you’re doing your estate planning, there are a lot of different tools that you can use. It all depends on what your goals are. For some parents, the goal is to disinherit a specific child, perhaps one that they had a falling-out with or someone that they don’t believe will be able to use [...]