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Estate Planning

How do you build a successful estate plan?

As someone writing an estate plan, you want to ensure that it will serve your heirs well. You want your executor to have as easy a time as possible handling your affairs, too. After all, they will already have to balance so many legal aspects while in grief. But how...

Is it time to update your estate plan?

Your estate plan is not something you write and forget about. In fact, you should revisit it a few times during your life as circumstances dictate. If your estate plan is out of date, you may miss the opportunity to ensure your family is well cared for after your...

Is it time to review your estate plan?

After creating your estate plan, it is wise to review it every now and then. This allows it to stay true to your actual real life circumstances, which is crucial in order to make the estate plan actually valid. But how do you know when it is time to review the plan?...

Planning for the potential of estate taxes

One of the common themes of estate planning is looking for opportunities to preserve assets for beneficiaries. Yet despite the many options one can implement when looking to optimize their estate plans, many may resign themselves to the thought that they cannot avoid...