Estate Planning Archives

How a Terminal Diagnosis Clarifies Estate Planning

This won’t come as a big surprise: Dying makes you look at the world in a different way — the world of money included.

Posted on: April 4, 2025

Do You Need a Trust?

A trust can provide financial protection, privacy and flexibility in estate planning. However, it’s not the right estate planning solution for everyone.

Posted on: April 2, 2025

Why Timeshares are One of the Worst Assets to Inherit

Inheriting a timeshare often comes with financial burdens, ongoing fees and legal complications that heirs may not anticipate.

Posted on: March 31, 2025

Special Needs Planning for Loved Ones with Autism

National Autism Acceptance Month observed in April helps bring awareness to the needs of individuals with autism so that through proper planning, they receive lifelong support, financial security and legal protection, while maintaining their independence.

Posted on: March 28, 2025

Protecting Your Business with Life Insurance

Business owners need a plan to protect their company’s financial future in the event of unexpected loss, and life insurance is a critical tool for ensuring stability.

Posted on: March 26, 2025

Managing a House After a Relative’s Death

Inheriting a home comes with financial, legal, and emotional responsibilities—understanding your options can help you make informed decisions.

Posted on: March 24, 2025

Is Wife Responsible for Husband’s Debt after Death?

Few know the complex federal and state laws governing outstanding debts from a deceased spouse. Some may fall victim to paying bills that they are not legally responsible for.

Posted on: March 21, 2025

Retirees Need Six Legal Documents

Retirees are dropping the ball over crucial legal documents.

Posted on: March 19, 2025

Gifting Highly Appreciated Assets: A Tax-Smart Strategy for Wealth Transfer

Gifting appreciated assets strategically can reduce tax burdens, maximize charitable contributions and preserve wealth for future generations.

Posted on: March 17, 2025

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