July 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.
Read MoreJuly 22, 2022 •
Estate Planning 
Being a trustee is difficult but adopting these four best practices employed by professional trustees will go a long way to ensure that you’ll effectively execute your duties and mitigate your liability.
Read MoreJuly 21, 2022 •
Estate Planning 
Of all of the essential estate planning documents, the durable general power of attorney is usually the document that is needed first.
Read MoreJuly 20, 2022 •
Estate Planning 
Trusts could be an incredibly powerful tool to help business owners protect their business and reach their wealth goals.
Read MoreJuly 19, 2022 •
Estate Planning 
Perhaps the largest number of people who may benefit from asset protection planning are those who are at most mildly concerned about asset protection issues, or not even aware of the need for such planning.
Read MoreJuly 18, 2022 •
Estate Planning 
When combining finances as a new family, there’s lots to consider. To make the best choices, here are six key areas to plan ahead and consider.
Read MoreJuly 15, 2022 •
Estate Planning 
So, what happens with your estate plans if you are not in a traditional nuclear family? There is quite a lot that can fall under the umbrella of a non-traditional family, and the recommendations will vary depending on your specific circumstances.
Read MoreJuly 14, 2022 •
Estate Planning 
The IRS has good news for retirees: you can now keep more money in your tax-deferred retirement accounts thanks to lower required minimum distributions (RMDs).
Read MoreJuly 13, 2022 •
Estate Planning 
The primary advantage of naming TOD beneficiaries for your accounts is that it can make the inheritance process much simpler, faster and less expensive.
Read MoreJuly 12, 2022 •
Estate Planning 
Of course, just because you have a living trust doesn't mean you're all set. Here are a few of the most common mistakes people make with their living trusts.
Read More
