Estate Planning Blog

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Estate Planning: What Matters Most to You?

Getting your affairs in order through the creation of an estate plan requires careful consideration of the different legal and financial tools available to help you fulfill the vision of your estate plan.

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Three Things You Need to Know about Cryptocurrency and Your Estate Plan

Given cryptocurrency’s rise in popularity, here are three things you need to know about cryptocurrency in relation to your estate plan.

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Ways Your Will Can Be Revoked

But simply creating a will does not mean that your estate plan is complete or final: your will may need to be updated from time to time.

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10 Types of Trusts: A Quick Look

Here is a look at the basics of ten common trusts to provide you with a general understanding of the options available.

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Red Flags When Hiring a Professional To Be Your Trustee

When you form a trust as part of your estate plan, one of the most important decisions you will make is who will oversee the trust’s management when you are no longer able to manage it (also known as your successor trustee). When looking to hire a professional to serve as your trustee, the following are several red flags you should keep in mind.

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Pros and Cons of a Family Limited Partnership

A family limited partnership (FLP) is a strategy worth considering if you are looking protect yourself, your investments, and your family from taxes, creditors, or probate.

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An Introduction to Dynasty Trusts

Some people want to leave behind a more enduring legacy. For those interested in multigenerational wealth transfer, a dynasty trust could be the answer. 

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Important Estate Plan Must-Haves

If you are among the minority of US adults who have prepared a will, living trust, and other end-of-life documents, you may think that your estate plan is settled. But you might want to think again.

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Common Trusts: Parenting beyond the Grave

The key benefit of a common trust is flexibility. You are giving the trustee the same spending discretion that you currently exercise. They have the authority to manage money for the family in the same way you would. This is not only a heavy burden for the trustee but a big decision for you because the trustee will be forced to manage family dynamics, objectives, and interests. Choose wisely. 

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An Estate Plan Should Not Be a Set-It-and-Forget-It Endeavor

Some of the most common life events can have a dramatic effect on your estate plan. Let us take a look at some common life changes and the impact they may have on your already established estate plan.

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