Articles: Estate

Important considerations when establishing a living trust.

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Probate can be a completely public process, or it can be managed to include as little information as possible.

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

A letter of instructions provides additional and more personal information regarding your estate.

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Is your estate in order? This short quiz may help you assess your overall strategy.