Estate Planning Blog

Although the beneficiary designation in a 401(k) plan was old, and tied to a previous relationship, a federal court concluded that it was nonetheless valid.

From engaging with people professionally and personally, to posting photos, storing files and accessing our bank account information, this all represents what’s known as our ‘digital legacy.’

Most people spend each phase of their lives preparing for the next one, whether it's starting a family, buying their first home, or eventually retiring.

The SECURE Act killed the stretch IRA. However, a properly constructed charitable remainder trust can deliver similar benefits, with some caveats.

On Jan. 1, 2026, the federal basic exclusion amount (the amount an individual can pass free of transfer tax during life and upon death) decreases to roughly half of what it is today.

There are many ways to hand down a house—from gifts to outright sales, irrevocable and revocable trusts to wills—each with different benefits and drawbacks.

Forgoing the legal entanglement of marriage can lead to troubling outcomes should one member of the couple face incapacity or an untimely death.

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.