3 min read
Creating a Trust Isn't Enough: The Importance of Transferring Assets
A trust can prevent a long and costly probate process and make the inheritance process easier for your heirs. Trusts can also maximize the value of...
Estate Planning
4 min read
Tax Planning Strategies for Non-Taxable Estates
Through the end of 2025, only estates worth more than $13.61 million are subject to federal estate tax. Under the current law, only a tiny percentage...
4 min read
5 Essential Things to Discuss With Aging Parents
If you have aging loved ones, filling out an advance medical directive and researching care homes are probably not high on your to-do list (or...
4 min read
Estate Planning: How to Avoid Common Pitfalls and Costly Problems
Many Americans don’t have an estate plan because they don't like to think about a time when they will no longer be around. It's understandable, but...
3 min read
How to Talk to Your Family About Your Estate Plan
The “Godfather of Soul,” James Brown, who passed away in 2006, had a noble vision for how he wanted his assets distributed. His will included $2...