August 12, 2022 •
Estate Planning 
Here are five critical mistakes to avoid when dealing with your beneficiary designations.
Read MoreAugust 11, 2022 •
Estate Planning 
An estate plan, including a will and other important documents, is good preparation, especially for caregivers of people with special needs.
Read MoreAugust 10, 2022 •
Estate Planning 
Amid the rise of digital estate planning startups are ethical debates about what should happen to digital lives living on the cloud. These private and sometimes intimate exchanges will live on, long after their creators have passed. Do you want your descendants to get to know you through a chatbot created by using social media, messages and voice recordings?
Read MoreAugust 9, 2022 •
Estate Planning 
A testamentary trust can control your assets after death. However, there may be a better option available, experts say.
Read MoreAugust 8, 2022 •
Estate Planning 
I’m looking for guidance on where to start with planning, in case something happens to me or my spouse.
Read MoreJuly 29, 2022 •
Estate Planning 
Upstream basis planning is a trust strategy that can save wealthy people on their capital gains taxes and income taxes associated with highly appreciated assets.
Read MoreJuly 28, 2022 •
Estate Planning 
Florida estate planning is extremely important. As life changes, it is necessary to update your plan to fit new circumstances.
Read MoreJuly 28, 2022 •
Estate Planning 
No matter what industry you might be in, what your long-term goals might be, or how your business is structured, you know that you need to be planning for the future.
Read MoreJuly 27, 2022 •
Estate Planning 
If you’re married, you may be wondering what happens to your assets once you or your spouse passes. The answer to that question depends on various factors, including whether or not you have a marital trust.
Read MoreJuly 26, 2022 •
Estate Planning 
An executor is the person whom you name to handle the settlement of your estate after you die, taking your estate through probate, a court-supervised process that winds up your affairs in the state where you were living at the time of your death.
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