Creating a Solid Plan for Your Estate

No matter your life stage or financial situation, preparing your estate is of vital importance. Without proper...

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Income Tax Basis & Estate Planning

Income tax basis is the base figure you use when determining a gain or loss when property is sold for income tax...

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The Basics of a Living Will

A living will is your written decision regarding medical care that remains effective if you lose the mental capacity to...

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Understanding the Link Between Gifting & Estate Planning

As you consider your estate plan, it is important to think about the disposition of your assets and the tax...

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Charitable Giving in Estate Planning

Charitable giving can play an important role in many estate plans. Philanthropy has the potential to make a positive...

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The Importance of Estate Planning

Estate planning is an aspect of financial planning that some people may not be eager to tackle, as it forces us to...

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Estate Planning and 529 Plans

With higher education expenses continuing to grow, it can be difficult to save enough money to pay for college....

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Wills: The Cornerstone of Your Estate Plan

Because you care about what happens to your money, home and other property after you die, you need to do some estate...

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Conducting a Periodic Review of Your Estate Plan

With your estate plan successfully implemented, one final but critical step remains: carrying out a periodic review and...

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Key Estate Planning Documents

Estate planning is an aspect of financial planning that some people may not be eager to tackle, as it forces us to...

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