Estate Planning

The Tax Cuts and Jobs Act (TCJA) took effect on Jan. 1, 2018, and impacted personal income taxes, estate tax rules, capital gains rules, and much more. The TCJA is scheduled to sunset at the end of 2025. This will...

Although in many situations the advantages outweigh the disadvantages when selecting beneficiaries, there are always exceptions.

If you are a property holder, you may use a Lady Bird Deed to transfer real property to a specific beneficiary while retaining certain rights to the property.

Creating a spendthrift trust for your loved one can limit their spending and your protect wealth. ...

Many individuals are concerned when they hear the term "irrevocable" trust, as they equate the permanency of the term "irrevocable" with the idea that such a trust can never be changed.

Some assets transfer directly to heirs after a person's death. Other assets must go through a process known as probate.

The Health Insurance Portability and Accountability Act of 1996 (HIPAA) is a federal law that protects patients' privacy.

Last wills and testaments (also known simply as wills) are not just for the wealthy.

Trusts are legal arrangements used in estate planning, alongside wills and advance directives.