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How Do I Set Up a Funeral Trust?

Setting up a funeral trust requires that a consumer take reasonable precautions and understand the process.

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What are the Basics of Estate Planning?

You don’t have to be older and rich to do some estate planning.

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How Do I Store Estate Planning Documents?

A common dilemma that families face upon the incapacity or death of a loved one is locating estate planning documents. While preparing the documents are the most important step, that is irrelevant if the documents are lost when they most need to be used.

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Why Is Updating a Will Necessary?

Changes in tax law and in your personal life may mean that yours needs to be updated. Here are the easiest (and smartest) ways to do it.

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Is Your Estate Plan Ready for Tax Changes?

There are useful estate planning vehicles that take advantage of current historically high federal exemptions, while providing flexibility to adapt and modify those plans based upon future events or tax law changes.

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Do You Have a Will?

According to a recent Gallup poll, a little over half (54%) of adults in America don’t have a will.

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Do I Need a Generation-Skipping Trust?

Due to recent tax law changes, your family may be able to avoid adverse federal estate tax consequences when you leave assets to your adult children.

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Do I Need an Estate Plan If I’m 25?

As soon as you are an adult, you should have an estate plan in place.

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Your Cryptocurrency and NFTs Need to Be Included in Your Estate Plan

Handled incorrectly, these popular assets could go poof. You need a password-sharing plan, a plan for naming beneficiaries and possibly a trust.

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How Do Estate Plans and Trusts Work?

In this article, we will address two terms which some people use interchangeably, but which are very different things: living trusts and estate plans.

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