Learn from Elvis Presley’s estate planning mistakes and see how a comprehensive plan can help protect your family’s legacy and minimize future conflicts.
Thinking of buying a second home? Beware of real estate pitfalls when purchasing your vacation house.
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.
Understanding trusts and their tax nuances can empower you to make informed decisions regarding the type of trust you choose for your estate planning purposes.
Social Security was never intended to fund the full cost of your retirement, though some seniors rely upon it for nearly all their income.
This article explores trusts, distribution methods, and how a trust can make it easier or harder for heirs to receive the money.
Revocable trusts are much more common than irrevocable trusts because they provide many important estate planning benefits.
From cherished memories stored in digital photo albums to valuable assets held in online accounts, our digital footprint has become a significant component of our overall legacy.
It’s a conversation fraught with potential tension, in which people examine around concerns about independence, money, responsibility and mortality.
Today, April 16, is National Healthcare Decisions Day (NHDD). So what does that mean? According to the webpage of the Conversation Project (National Healthcare Decisions
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