Articles

Here are the articles that you should read concenring estate planning, trust planning, and other timely topics.

Estate Planning Basics

Estate Planning - an introduction

Gift and estate taxes

Wills - the cornerstone of your estate plan

Trust Basics

Facing the possibility of incapacity

Frequently asked questions - estate planning basics

What makes up my taxable estate?

How often do I need to review my estate plan?

Isn't estate planning only for the rich?

Probate

Understanding Probate

Bypassing probate

Assets and asset protection

Asset protection in estate planning

Estate planning and 529 plans

Transferring your family business

Charitable giving

Charitable giving

Life insurance and charitable giving

Beneficiary designations

Designating a beneficiary for life insurance

Choosing a beneficiary for your IRA or 401(k)

Life insurance

Life insurance and estate planning

Life insurance: do you need it?

The ins and outs of policy ownership

Planning for life insurance proceeds

Life insurance and terminal illness