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Estate Planning Red Flag: You’re Attempting to Create Your Estate Plan with DIY Tools

Interested in trying to prepare your own estate plan? There are resources available to assist you, such as online services, computer software and how-to books. Do-it-yourself (DIY) estate planning may save you hundreds or...more

Estate Planning Pitfall: You Haven’t Properly Funded a Trust

A trust can form the cornerstone of your estate plan, and trusts come in a variety of flavors. Indeed, there’s one for nearly any estate planning situation. Here’s a brief list of a trust’s potential advantages: trust assets...more

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