Latest
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Four Ways Life Insurance Can Grow and Protect Your Wealth
If you haven’t checked in on your life insurance strategy lately, now would be a good time to ensure you know how it can help beyond providing a death benefit.
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Six Ways to Save on Funeral Expenses
Funerals can be very expensive, but planning ahead and finding ways to lower funeral expenses can make a stressful time more manageable.
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Three Overlooked Benefits of Estate Planning
Estate planning not only makes things easier for your loved ones if you become incapacitated or when you’re gone, but it also does these three important things.
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What Do No-Contest Clauses Have to Do With Undue Influence?
No-contest clauses deter challenges to your estate plan, but you might want to consider terms that allow for legit challenges related to undue influence.
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Estate Planning Amid Family Estrangement: Limiting the Fallout
It’s your money, and you decide how to pass it on, but when family tension is involved, it’s better to explain your plan rather than force your kids to live with the aftermath.
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Estate Planning for When ‘Baby Oops’ Comes Along
Here are four estate planning tasks to keep in mind to ensure Baby Oops gets what they need if you become incapacitated or pass away.
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Business Owners Should Review Their Buy-Sell Agreements
A recent tax case hasn’t gone well for a small business, highlighting the need for businesses using a similar (and typical) succession planning arrangement to take a look at theirs.
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Estate Planning Checklist: Five Tasks to Prioritize
estate planning Doing these things now, while you’re still physically and mentally healthy, will make things considerably easier for you and your loved ones when the time comes.
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One Way to Secure Your Child’s Inheritance in an Uncertain Tax Future
Sometimes it might take an IDGT, or intentionally defective grantor trust, to preserve generational wealth. But how does that work?
