Estate Planning Blog

A living trust (also called a revocable trust or revocable living trust) can be beneficial to a much broader group of Americans than most people expect.

As you plan for the year ahead, you may be thinking about how the IRS’ changes to income tax brackets and standard deductions—which include a 5.4% bump in bracket thresholds—could impact the 2024 income tax planning season.

Can a Limited Liability Company provide an effective way to protect your personal assets from the risks associated with running a business? In this post, we review the benefits of creating a clear legal separation between your personal and business assets.

Will an asset protection trust protect your assets from creditors, lawsuits, or other financial risks? If you're considering an asset protection trust or want to learn more about how it can fit into your estate plan, this article will guide you to the next step.

While last-minute estate planning poses challenges, some steps can be implemented to tackle crucial considerations.

Collect and organize all important papers, passwords and pin numbers, keep them up to date and tell your heirs where to find them.

A letter of testamentary is created by the probate court for the executor or personal administrator of an estate.

Discover the transformative power of endowed scholarships in estate planning. Plan to create a lasting legacy while providing invaluable support for students. From the endowment process to managing tax implications, this article offers insights and strategies for making a meaningful impact.

Integrating retirement accounts into your estate plan is vital for preserving your financial legacy. This blog post covers key considerations, such as tax implications, beneficiary designations, and strategies for maximizing benefits. By understanding the role of retirement accounts in estate planning and seeking professional guidance, you can ensure that your assets are distributed according to your wishes and provide lasting benefits for your beneficiaries.

Ways to increase your Social Security benefit include earning equal to or more than the Social Security tax limit for as many years as possible and delaying your application for benefits.