Estate Planning

If you are planning to leave an investment property to loved ones, a 1031 exchange may be a helpful estate planning tool for you.

If you are a high-net-worth individual, it’s essential to have a comprehensive estate plan in place. However, every family’s circumstances are unique, and there is no one-size-fits-all solution for estate planning...

As the recent death of Anne Heche shows us, not having a will can place a significant burden on your children and cause undesirable complications.

When people pass away, their assets go through probate. The parties to an estate are the people involved in the probate process.

You may have heard of the terms “springing” and “non-springing” power of attorney and wonder what they mean.

In many cases, you would tell your beneficiaries that you have made a trust for them. However, this is not always desirable - and this is where a "quiet" trust may be helpful.

If you have ever been admitted to the hospital, you have likely been asked to sign a health care proxy form.

There are some documents that you will want to hang on to forever and some that you should keep for a few years.

You may no longer be legally married, but divorce does not automatically remove your prior spouse from your will, trust, or beneficiary designations.