Recent News & Blog / Estate Planning
How to Choose the Executor of Your Estate
One of the most important estate planning choices you will make is who you choose as the executor of your estate.
New Love, New Plan: 8 Estate Planning Considerations for Second Marriages and Partnerships
Whether you've recently re-married or entered into a new long-term partnership, it's an exciting new chapter—but it's also an important time to revisit your estate plan.
Life Insurance Basics: Choosing the Right Policy
Many factors go into choosing the right life insurance policy, such as your age, financial status, and how long you anticipate needing coverage. Let’s review some of the basics of life insurance, so you can make the best decision for you and your family.
Wills, Trusts, and Peace of Mind: Creating a Plan That Lasts
Wills and trusts ensure your assets pass to heirs according to your wishes. You may want to use a will if you're married, have children, or own property.
Thinking Ahead: Estate Planning Considerations for Those Under 40
One of the most common estate planning misconceptions is that you have to wait until you’re a certain age or at a certain net worth to begin planning. In actuality, the sooner you plan, the more prepared you and your loved ones will be for life's unexpected twists and turns.
Trust Taxation: Considerations for Grantors and Beneficiaries
Trusts are legal arrangements used to protect and distribute assets, often as part of estate planning. They are taxed differently than ordinary investment accounts, depending on their structure and the type of income they generate.
How to Choose Your Beneficiaries
Beneficiaries are an important part of your estate plan, as these are the people or organizations that will ultimately benefit from your estate. Your specific beneficiaries often give a purpose and guidance for what you’re leaving behind.
Long-Term Care Insurance Can Offer Peace of Mind and Help Preserve Your Wealth
One of the greatest risks to your estate plan is the chance of incurring substantial long-term care (LTC) costs.
Why Estate Planning for Foreign Assets Requires Extra Attention
Do you hold assets such as overseas real estate, foreign bank accounts, or investments in international markets?
The Meaning of These Common Estate Planning Terms
Estate planning can be overwhelming. One reason is that it has a language all its own. While you may be familiar with common terms such as “will” or “executor,” you may not be as certain about others.