Estate Planning Blog

What does Dobbs mean for estate planning for same-sex couples?

The U.S. Supreme Court's recent ruling overturning Roe v. Wade could impact estate planning for same-sex couples, and should have them taking a good look at their estate plan. In Dobbs v. Jackson Women's Health Organization, the Supreme Court held that women do not have a constitutional right to an abortion. It is a remarkable […]
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Probate: What’s Involved in an Estate Inventory?

Completing an estate inventory can be one of the most challenging aspects of being the executor of an estate.
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How Do IRAs and 401(k)s Fit into Estate Planning?

Investing for retirement is one of the most important steps you can take toward building a secure financial future for you and your family. The sooner you can start, the better. Contributing to a retirement account can help you work toward your goals and may provide tax advantages to boost your progress.
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Why Is Beneficiary Designation Important?

When you set up your estate plan it is important to coordinate the legal planning documents that you or you and your attorney create with the document provided by your retirement account custodian and/or your life insurance carrier called a ‘Designation of Beneficiary.’
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Why Is Having a Will Important?

A striking proportion of Americans don’t have one. Nontraditional families are left uniquely vulnerable.
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How Do I Create a Trust? Is it Right for Me?

Trust funds are an important estate planning tool. They can protect your assets while you’re alive and help ensure that you leave money to your children or other loved ones after you die.
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Can Life Insurance Help Estate Planning for Women?

Women are receiving increased recognition for the critical roles they serve in society, let alone how important they are to providing for their families. That understanding is at the center of an effective estate plan.
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Why Have a Joint Revocable Trust?

Establishing a joint revocable trust can be an ideal estate planning tool for the benefit of your children, grandchildren and beyond.
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Is Putting a Home in Trust a Good Estate Planning Move?

Homes are illiquid assets that produce no income and come with ongoing costs for upkeep. Those issues can cause some snags with your trust.
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Should I have Revocable Living Trust in Estate Plan?

A revocable living trust is a great tool to help your assets pass smoothly to your beneficiaries. It can also significantly reduce the headaches of probate. However, while some assets belong in a trust, others cannot (or should not) go into one.
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