Equal isn’t always fair, and fair isn’t always equal. Learn how to approach dividing your estate among heirs based on your family’s unique needs.
Estate planning
Executor vs. Trustee: What’s the Difference and Why It Matters
What’s the difference between an Executor and a Trustee — and why does it matter? This article explains the roles, responsibilities, and how to choose wisely.
Make Life Easier for Your Heirs
Confronting one’s mortality is uncomfortable; but it’s a necessary process to ensure you make your heirs’ lives as easy as possible when you’re gone. Here’s how you can get your house in order.
Preparing for Change: The Federal Estate Tax Exclusion and Estate Planning
Estate tax will be a hot topic as we approach December 31, 2025. Currently, the exemption amount is $13.61 million per person. However, current estate laws are set to expire, sunsetting back to the laws in effect pre-2017, and reducing the lifetime federal estate and gift tax exclusion by approximately half.
How to Take Advantage of the Gift Tax Exclusion
The Annual Gift Tax Exclusion is important to understand if you wish to gift money to your heirs while you are still alive. In addition to allowing them to enjoy your generosity now, it reduces your estate for tax planning purposes.
It’s Time to Celebrate National Estate Planning Week!
Estate planning supports the financial security of individuals throughout their lifetime and ensures the intended transfer of their property and assets at death. The documentation is critical, yet an estimated 56% of Americans do not have an estate plan.
Estate Planning Today, Helps You Plan for Tomorrow.
“Plan for tomorrow” seems like sensible advice. Yet a surprising number of people leave no estate plan in place for their survivors.
Permanent Life Insurance is Again a Crucial Part of Wealth Protection
Permanent life insurance is an important part of wealth protection planning. Learn how your policy can impact your retirement planning and more.
Why You Should Include Digital Assets in Your Will
Your Will probably details who gets all your stuff when you die. But have you considered what will happen to all your digital assets? You have more than you realize, and they need to be accounted for.
Why Everyone Needs a Will
“Why do I need a will?” is a question I get asked often. Individuals incorrectly assume their assets are not large enough to warrant a will; but there’s more to it than that.
The Importance of Having a Will
Nearly 60% of U.S. adults do not have a will. The three most common reasons include “we can’t agree on a guaradian/executor,” “none of my assets are taxable,” and “I don’t have enough assets to leave to anyone.” This article addresses the last two myths.