Estate Planning

Trust funding is the process of transferring the ownership of your accounts and property to your trust during your lifetime.

Many people assume that when they establish a revocable living trust, property held in the trust will completely avoid federal estate taxes after their death, when in fact living trusts do not provide any unique estate tax avoidance strategies.

A durable power of attorney is a legal document that allows a trusted individual to make financial or health care decisions on your behalf if you become unable to handle your own affairs.

Updating your estate plan regularly helps ensure that your assets are distributed as you intend, your beneficiaries are properly provided for, and your chosen decision-makers are still able and willing to serve.

A critical misstep often arises in estate planning from the assumption that no filing is necessary if the first spouse's estate is below the federal exemption threshold.

Whether you are planning your own funeral in advance as part of your estate planning process or handling affairs for a loved one who has passed, there are several key considerations to keep in mind when seeking a credible funeral...

Depending on what side of the political aisle you sit on, the Biden autopen story might be either a low political blow or a legitimate topic of debate.

If someone contests a will, there are steps both the beneficiaries and the executor (the person named to carry out the terms of the will) can take.

A charitable remainder trust is an estate planning tool that blends philanthropy with financial strategy, allowing you or your beneficiaries to receive income for a set term while remaining assets eventually go to a charity.