Category: Estate Planning and Administration

  Tax portability is a helpful tax benefit that should be considered when crafting your estate plan. The option of portability can make a significant difference when it...

Estate planning—it is an incredibly important tool, not just for the uber-wealthy or those thinking about retirement. On the contrary, estate planning is something every adult...

Real estate encompasses not only one’s primary residence but also other real estate such as a vacation home or a rental property. The ideal form of ownership varies depending on the type of real estate you own. Take a look at the different types of real estate and the best form of ownership in your case.

Use this estate planning list before meeting with your estate attorney so that you’re estate is preserved and distributed as you want.

For many, Estate planning and retirement planning are two very different things. However, how you live in retirement can greatly affect your estate plan and vice versa.

Both a springing and durable power of attorney are strong planning tools which, in most cases, eliminate the need for a guardianship appointment – and going to court. Proper planning can help you avoid seeking guardianship of a parent in the event of future incapacitation.

Estate planning includes planning for scenarios that may or may not occur and having advanced directives in place. Here are the different types of documents that may be used in a basic estate plan.