What is an Estate Plan?

What is an Estate Plan?

Estate Plan Overview: Estate planning is the process of organizing your assets, finances, and wishes for medical treatment and end-of-life care, including during times when you cannot manage your own assets and affairs. After your passing, your estate plan will...
Proven Strategies in Uncertain Times

Proven Strategies in Uncertain Times

Proven Strategies in Uncertain Times Congress is contemplating major changes to estate and gift tax laws. Simple strategies can lessen the impact of those changes. Changes to federal gift and estate tax laws are likely coming as a result of the recent shift in power...
Estate Planning: When Should You Start

Estate Planning: When Should You Start

Estate Planning: When Should You Start? Advantages to starting the estate planning process early include reducing tax liability, controlling your assets, and securing peace of mind. No one knows when their time will come, but everyone should take the time to plan...
Trust Administration Vs. Probate Administration

Trust Administration Vs. Probate Administration

Trust Administration Vs. Probate Administration: What is the Difference? One of the most significant advantages of implementing an estate plan is that your loved ones will avoid a long, drawn-out process. Are you confused about the best way to transfer assets to your...