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What’s Involved in an Estate Inventory?

Completing an estate inventory can be one of the most challenging aspects of being the executor of an estate.

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What Sparks the Contesting of a Will?

Some people draft wills or trusts to ensure that the loved ones they will eventually leave behind own a piece of the properties the former will be leaving behind in case of their death.

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How Do IRAs and 401(k)s Fit into Estate Planning?

Investing for retirement is one of the most important steps you can take toward building a secure financial future for you and your family. The sooner you can start, the better. Contributing to a retirement account can help you work toward your goals and may provide tax advantages to boost ...

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What are Benefits of Putting Money into a Trust?

Grantor retained annuity trusts, intentionally defective grantor trusts, spousal lifetime access trusts, oh my! If you overhear two estate planning attorneys at a coffee shop, it would not be unreasonable to think that all clients have estate plans filled with trusts.

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What Happens Financially when a Spouse Dies?

When you lose your mate, you lose so much—your best friend, your equilibrium and your future together. Just when you’re at your lowest, it hits you: You could lose a lot of money, too.

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What Is the Best Way to Leave Money to Children?

Providing for future generations shouldn’t be (overly) taxing. To manage taxes as you pass down your assets, look into UTMAs, 529s, child IRAs and trusts.

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Why Is Having a Will Important?

A striking proportion of Americans don’t have one. Nontraditional families are left uniquely vulnerable.

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How to Find a Great Estate Planning Attorney

One of the most important decisions you’ll have to make when creating an estate plan is which estate planning law firm to work with.

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What Should I Know about Estate Planning before ‘I Do’?

The thought of weddings and romance, honeymoons, guest lists, where to register, etc., leaves little room for estate planning. This article will provide five estate planning tips for newlyweds.

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When Should I Update My Will?

There are some obvious triggers that might prompt you to update your will, such as changes in health or marital status. There are, however, also some not-so-obvious ones to be aware of, according to financial planners and attorneys.

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