What Is Multigenerational Estate Planning?

When multiple generations live on the same property, issues over ownership, who inherits what and who provides what can get complicated fast.

Planning for Upcoming Federal Estate Tax Changes?

The closer we get to 2025, the more complicated estate planning gets for people who have an amount between where the limits are now and where the limits might be in 2026.

Transferring Property to Heirs? Skip Top Five Mistakes

Death is inevitable, but dying without an estate plan is not. Estate planning is a must for property owners, no matter how uncomfortable the subject might make you.

Who Pays Taxes, the Estate or Heirs?

The heirs of an estate can be liable to pay the estate or income taxes (and perhaps other obligations) of the estate.

What is a Pour-Over Will?

This type of will can ensure that your assets go where you want them to. However, there are many misconceptions about them.

Top Five Mistakes to Avoid When Passing Wealth to the Next Generation

What could go wrong with this transfer of generational wealth? Several things, in fact.

Singles Need Estate Planning to Protect During Lifetime

You’re single, and you don’t have an estate plan or even a will. Perhaps you think you don’t need either because you’re not wealthy and don’t have children.