Thanksgiving offers a unique opportunity to discuss estate planning with family. Here are some tips for starting a successful conversation.

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...

Life insurance is great tool for estate planning. However, there are nuances that sometimes get overlooked. WTOP’s recent article, “4 questions to ask to max...

Estate planning is something new parents need to put at the top of their must do list. I know you may be sleep-deprived, overwhelmed, and frazzled. But don’t...

As part of an overall estate planning strategy, says JD Supra in the article “Estate Planning: The Irrevocable Life Insurance Trust,” an Irrevocable Life Ins...

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...

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 ...

The number one estate planning mistake is failing to have or to update an estate plan, says the Times Herald in the article “Top six estate planning mistakes...

I’m a huge believer in life insurance. For me personally, being properly insured is a top priority, and I suggest the same to many of my clients, particularl...