Articles

Get tips on dealing with your digital afterlife in your estate plan in this informative article about post-death social account reconciliation.

Learn more about the most common estate planning mistakes and get tips for avoiding them.

A how-to guide for talking to the people you love about what happens when you die.

Learn about what happens when you die without a will and how it can be a recipe for leaving the people you care about in a lurch.

This article explains under what specific circumstances you might need an estate plan and why the reasons you think you might not need one aren’t always true.

Read about how Estate Planning can become a mechanism for increasing referrals in addition to being a service clients most trust their advisor to oversee.

This is the first installment in a series of discussions between legal experts about the trends they’re seeing in laws relevant to Estate Planning.

This is the first installment in a series of discussions between legal experts about the trends they’re seeing in laws relevant to Estate Planning.

Learn more about the Rule Against Perpetuities in trust & estate law and what it has to do with the Queen of England.

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The IRS just released its inflation-adjusted numbers for 2023, which have fairly significant implications for wealth planning. Our legal team reviewed Revenue Procedure 2022-38 and pulled out only the numbers most relevant for wealth transfer planning…