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Why You Might Not Want to Name Your Advisor as a Beneficiary Image
12.14.2021

Why You Might Not Want to Name Your Advisor as a Beneficiary

Imagine the following scenario: For years, you have worked w...

Estate Planning Awareness Week: Don’t Fall Victim to These Common Myths Image
10.12.2021

Estate Planning Awareness Week: Don’t Fall Victim to These Common Myths

Next week is Estate Planning Awareness Week (October 18–24...

Preparing for the Reduction in the Estate Tax Exemption Image
09.14.2021

Preparing for the Reduction in the Estate Tax Exemption

In late May of this year, the U.S. Treasury released a publi...

Did You Choose More Than One Successor Trustee? Image
08.10.2021

Did You Choose More Than One Successor Trustee?

When selecting a successor trustee for a trust, it is common...

Planning to Receive an Inheritance Image
07.13.2021

Planning to Receive an Inheritance

When we think of estate planning, we often think about prepa...