Three Overlooked Benefits of Estate Planning

Estate planning not only makes things easier for your loved ones if you become incapacitated or when you’re gone, but it also does these three important things. If you’re like most Americans, you don’t have a documented estate plan. A 2023 survey by Law Depot revealed...

4 Key Questions in Estate Planning

Failing to plan how to distribute your assets can be disastrous. Our expert explains why, and the four key questions you need to ask yourself.   Over the next few decades, Americans are expected to pass down trillions of dollars to family members and other...

What is estate planning?

Estate planning is the process of arranging who will receive your assets when you die. One goal of estate planning is to make sure your wealth and other assets go to those you intend to receive them — and not to others — with a particular emphasis on minimizing taxes...

7 key steps to making a successful plan

It can be easy to overlook, but an estate plan is essential for nearly everyone, whether you have a lot of money or just a little. An estate plan tells your heirs and the courts how to divide up your assets, but it also helps protect your loved ones from unnecessary...