Woman working on her estate plan

Expressions Of Love: Why Love Letters Belong In Your Estate Plan

When most people think about estate planning, they often focus on the legal and financial aspects, such as wills, trusts, and asset distribution. While these elements are undoubtedly crucial, another dimension of estate planning often goes overlooked — the personal touch that reflects your values, wishes, and legacy. You can add...

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How to Navigate Estate Planning With Property in Multiple States

If you have the money and opportunity to purchase multiple properties, it’s a great investment strategy. Barring disasters like economic crashes, you’re likely to see a good return on investment, especially if you can afford to wait for favorable market conditions to sell. You can also use rental properties to offset expenses...

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Woman working on her estate plan

Managing an Estranged Child in Your Estate Plan: Tips and Suggestions

Families are far from perfect. Some children have closer relationships with their parents than their siblings. This is normal and healthy based on each child’s needs.

But in some situations, a parent may have no relationship with a child. Estrangements like this happen for many reasons ranging from personal...

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When to Consider a Charitable Lead Annuity Trust for Estate Planning

A charitable lead annuity trust provides high-net-worth individuals with a structure for donating to charity and giving a gift to another person or entity. Importantly, the gift recipient does not need to be a charitable organization. Thus, you can donate to your favorite hospital foundation and leave a gift to your nephew...

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