Estate Planning Blog

Discussing estate planning with your aging parents is vital to protect their wishes. It can be a hard conversation to start. However, it’s still necessary.

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 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.

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

Properly drawn up trusts can provide both control (particularly in terms of picking the right trustee) and tax savings, as well as creditor protection for beneficiaries, advisors say.