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Executors, Administrators, and Beneficiaries, Oh My: Understanding Parties Involved in Wills
When you first begin writing your estate plan, it’s easy to get lost in the different terms involved. The titles for the people
How Marketability Discounts Can Improve Your Estate Plans
If you’re an entrepreneur, you’ve poured time, energy, and money into your business. It’s only natural that you’d want it to outlive you.
Planning Ahead for Residential Care
Spending time in a residential care facility after retirement is becoming increasingly common nationwide. As of 2018, 2.1% of adults over 65 used
How to Account for Required Minimum Distributions in Your Pension
Retirement funds are meant to be used. If you have an IRA or other retirement plan account, you most likely will be subject
Planning Your Estate Around a “Black Sheep” Beneficiary
Every family has a black sheep or two. They’re people you love but whose behavior doesn’t align with your own beliefs. These family
Estate Tax Exemptions to Fall 50+% in 2026
Estate tax exemptions have been high for years, but this may change soon. Current estate tax exemptions only last until the end of
11 Reasons Why You Should Review Your Estate Plan
Developing a comprehensive estate plan is one of the best things you can do for yourself, your loved ones, and your legacy. However,
What Happens to Your Estate Plan If a Beneficiary Dies?
Part of creating an estate plan is confronting the idea of mortality. However, many people focus only on their own passing and do
Preparing for Long-Term Care in Your Estate Plan
It may not be the most pleasant thought, but there is a significant chance that you may need long-term care during your final
Understanding the Structure of a Will and Testament
Writing a will is one of the most important things you can do for your loved ones. It ensures they know how you
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Recent Posts
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- Estate Inventory Checklist: How to Organize Assets for Probate
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- What Is a Spousal Lifetime Access Trust and Should You Add One to Your Estate Plan?