The Top 5 Estate Planning Mistakes (and How to Avoid Them)

A comprehensive estate plan can help your loved ones to avoid a litany of stresses and court procedures after your death. Therefore, it is important to prioritize detailed, high-quality estate planning, regardless of the stage of life you’re in. Unfortunately, many people are unfamiliar with the various tasks and strategies associated with estate planning—and this […]

Key Considerations When Disinheriting Someone in Your Estate Plan

You have the right to disinherit anyone but your spouse or minor children from your last will and testament. Most commonly an issue when parents wish to disinherit adult children, it’s a decision you should never make lightly. After all, it could cause enormous rifts among your family members and beneficiaries, and potentially lead to […]

How Should You Handle Retirement Accounts in Your Estate Plan?

Retirement accounts tend to make up a significant portion of people’s wealth. As you plan your estate, you must consider the impact your tax-deferred retirement accounts will have on your estate overall. These plans could include IRAs, 401(k)s and 403(b)s, among others. You should always take all the necessary steps to minimize the potential tax […]

What are the Common Components of a Cohesive Estate Plan?

Many people who are unfamiliar with estate planning believe that all they really need to plan for their passing and the transfer of their assets is a last will and testament. However, a truly solid and cohesive estate plan will have several components that will help minimize the stress experienced by your loved ones after […]