Estate Planning Archives - Page 4 of 6

June 3, 2025

WHEN TO START ESTATE AND FINANCIAL PLANNING

Competent adults can create their estate plans at any time, but you may want to start the process sooner rather than later. You never know...
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June 3, 2025

CAN I USE ARTIFICIAL INTELLIGENCE TO WRITE MY ESTATE PLANNING DOCUMENTS?

Artificial Intelligence (AI) is being used in our daily lives more and more. Some families wonder if AI programs can create an estate plan for...
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June 3, 2025

HOW THE CORPORATE TRANSPARENCY ACT MAY AFFECT YOUR ESTATE PLAN

A new law called the Corporate Transparency Act (CTA) goes into effect on January 1, 2024. Under this law, owners of certain business entities must...
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June 3, 2025

What Items to Include in Your Estate Plan

When you start the estate planning process, your attorney will likely ask you about your bank accounts, life insurance, and house. But, you may also...
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June 2, 2025

HOW TO LEAVE YOUR RETIREMENT ACCOUNT TO YOUR MINOR CHILD

Your retirement account may be one of the most valuable things you own. Many people choose to name their children as the beneficiaries of these...
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June 2, 2025

SHOULD YOU SHARE YOUR ESTATE PLANNING DETAILS WITH FAMILY

When you decide to create a comprehensive estate plan, there are many things to consider. One is whether to tell your loved ones about your...
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June 2, 2025

WHAT THE LAST SURVIVING SPOUSE RULE MEALS FOR ESTATE TAXES

Estate planning is especially important for married couples. Many people choose to have these documents created to minimize and avoid estate taxes. When left unchecked, estate...
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June 2, 2025

SURVIVOR’S TRUST VS. JOINT TRUST

Many married couples share almost everything, including finances. Many of our clients choose to have one joint living trust instead of two. A joint trust...
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June 2, 2025

6 WAYS A TRUST PROTECTOR CAN HELP YOU

Trust protectors have been regularly used for high-end trusts in offshore accounts and are becoming more common. Essentially, a trust protector is someone who serves...
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June 2, 2025

5 RESONS TO DECANT A TRUST

Today, many estate plans contain multi-generational irrevocable trusts. Because trusts like these are designed to span multiple decades, they should include trust decanting provisions to address changes...
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