Will Your Gift be a Curse? Ask Yourself these 5 Questions.

Gifting assets to avoid estate taxes is one of the most basic, age-old tricks to estate planning and the strategy has many, many proponents. But this approach–like many strategies to avoid taxation–isn’t nearly as simple nor foolproof as it appears on its...

The 7 Simple Estate Planning Must-Haves that Keep Your Family Out of Court

If you’ve ever had a friend,  child, or even grandchild effortlessly solve a technology problem that had frustrated you endlessly, you can probably empathize with the millions of Americans who forgo estate planning because they fear it is highly complicated and...

$5 Million or $500, an Estate Plan is About More than Just Money

If you were to judge them by its popular portrayal in television and film, you might think that estate planning is a domain reserved for the super-rich–or even villainous misers who care for nothing more than their monetary fortune. Like many depictions in...