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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

Planning for Long-Term Care in Your Estate Plan – Updated for 2024
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

What to Look for in a Potential Power of Attorney
A power of attorney document allows you to give someone the ability to make decisions on your behalf if you are incapacitated. The

What Is an Asset Protection Plan and How to Create One
The heart of estate planning is about providing for the people, organizations, and causes that you care about even after you are gone.

Why You Need to Update Your Will
If you have already written a will, you’re in the minority. Less than half of all American adults report having a will describing
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