Estate Planning

need for estate planning

The Need for Estate Planning

Estate Planning may seem intimidating, but it’s a necessary step in your financial planning process to protect your loved ones. Depending on the amount of

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Estate Planning Essentials for LGBTQ+ Couples

Having an estate plan is vital to anyone looking to protect their loved ones and assets. While the tools available to same-sex and opposite-sex couples are generally the same, same-sex couples may face unique considerations.

Gift and Estate Tax Rules

What are the gift and estate tax rules after tax reform? The Tax Cuts and Jobs Act, signed into law in December 2017, approximately doubled

What You Can Do With a Will

A will is often the cornerstone of an estate plan. Wills enable you to leave your property at your death to a surviving spouse, a child, other relatives, friends, or anyone you choose. But that’s not all. Here are 5 things you can do with a will.