Estate Planning Blog

There are important considerations as you approach financial planning to transfer wealth to future generations.

Planning for retirement when you have a child with special needs is difficult. However, you can overcome this challenge with thorough, strategic estate planning.

Learn how gifts can impact Medicaid eligibility and how to best care for your loved ones.

Learn how to avoid tax troubles when gifting to grandchildren and secure their future with effective estate planning strategies, such as a 529 account or trust.

Living trusts are private, changeable and efficient. Are they right for you?

Consider these 13 estate-planning moves, which may be as simple as designating a different IRA beneficiary or as complex as setting up a trust.

Understanding estate administration makes it easier to honor the wishes of your deceased loved one.

Your family may struggle to get the money you leave them if it gets caught in probate. Set up a trust to ensure that your loved ones are secure, even when you're gone.

Explore the pros and cons of using irrevocable trusts for Medicaid planning—secure assets while navigating complex eligibility rules.

Spring can be a good time to organize your financial life—right up there with summer, fall and winter.