Estate Planning Blog

Don't wait for the unexpected or procrastinate when adjusting your will like the late singer, Whitney Houston. Regular updates to your estate plan can protect you and your loved ones from future complications.

Whether it’s the result of family drama or a failure to update a last will and testament, people sometimes find themselves left out of a loved one’s will.

Executives manage complex financial landscapes while striving for professional success, creating unique estate planning goals and challenges. This article explores estate planning for executives, key considerations and an executive's unique goals.

The Internal Revenue Service (IRS) recently delayed its proposed 10-year rule that will impact inherited Individual Retirement accounts (IRAs) and required minimum distributions (RMDs). This article unpacks RMDs, transition relief and how the 10-year rule might impact your estate planning.

Affluent estate owners are opting to support their children and grandchildren financially during their lifetimes. We explore three strategies that can maximize tax-free giving to consider in your estate planning.

Withdrawals from traditional inherited retirement accounts are treated as income by the IRS, so the timing of these distributions matters for tax strategy.

Many people like the idea of giving some portion of their estate to charity. However, charitable gifts are often overlooked or put on the back burner during the estate planning process.

For most business owners, the business is the most valuable item on their balance sheet.

For most business owners, the business is the most valuable item on their balance sheet.

Integrating stock options into your estate plan requires careful consideration to ensure that your loved ones can benefit from this financial asset. This article explores how you can include stock options in your estate plan to maximize their value for future generations.