Estate Planning After Remarriage

Married people in second marriages with prior children often have to balance the future well-being of their spouse with that of their own children.

Preparing for an Estate Planning Consultation

While most initial meetings with an estate planning attorney will result in some questions you likely have never considered, there are many ways in which you can prepare for a thoughtful and productive estate planning conference that will result in a better understanding of your goals and more efficient use of time with your attorney.

Aretha Franklin’s Estate and IRS Resolve Tax Debt

When Aretha Franklin died in 2018, a powerful creditor came calling: The Internal Revenue Service.

Have You Made a Living Will?

A living will is a legal document that allows you to specify the kind of care you’d like to receive in end-of-life situations. This is different from an advance healthcare directive, though either one can be an important part of an estate plan.

How to Prepare for Health Care Costs in Retirement

There is a simple and unsettling reality in the United States. Many Americans don’t feel financially prepared for health care costs in retirement.

Not Talking About Estate Planning Can Be An Expensive Mistake

Many baby boomers may hesitate to discuss money with their children, but the reality is that a massive amount of wealth will be transferred in the next couple of decades.

Equal Is Not Always Fair When Considering Inheritance

When you’re planning to divide your estate unequally, explain the reasons to your heirs, and remember: They might be hurt anyway.

Does Living Trust Help with Probate and Inheritance Taxes?

I was told that unlike wills, a trust doesn’t require probate and is not taxable. My main asset is a house that I want to pass on to my son. Would a living trust help?