The Secure Act significantly alters the way retirement accounts can be used for estate planning. Several steps should be considered or taken

If you’re like most people, you opened that IRA many years ago. You may not have any idea who you named as your beneficiary. If you have a copy in your files...

Many people don’t understand that their will (or trust) doesn’t always control all of their assets. Some of a person’s assets pass by beneficiary designation...

When looking into charitable giving, it can easily become overwhelming. Talking to an experienced estate planning attorney can help make this a simple part o...

Increases in the estate tax exemption (up to $11.4 million per person as of the date of this writing) has an impact on how some people are thinking about lif...

Updating your estate plan after a divorce should be at the top of your must do list. Forbes’ recent article, “9 Things You Need To Know About Estate Planning...

Estate planning is fairly easy to do. That said, it is also very easy not to do (as evidenced by the statistics on the subject). Therefore, it is helpful to ...