If you’re putting together an estate plan, there are a few key questions you’ll need to answer. Here are 10 of the most important questions to ask yourself (or your estate planning attorney) to ensure that your plan is complete and effective.

As you think about your future, it’s important to start thinking about your estate plan. This includes making decisions about your healthcare and who will make those decisions for you in the event of incapacity. A Healthcare Directive is an important document within an estate plan.

Trust and estate planning is an important part of ensuring the security of your family’s future. Unfortunately, many people make mistakes in estate planning that can have serious consequences down the line. To help you avoid these errors, here are five common trust and estate planning mistakes and how to prevent them.

For many people, estate planning can seem like a complex and intimidating process. With so many nuances in state and federal laws, it can be difficult to understand the tax implications associated with estate planning decisions.

Many people may not realize that charitable planning intersects with estate and business succession planning. Combining a charitable strategy and the sale of a business is a great way for owners to minimize taxes and provide equity for the next phase of their lives.

As the population ages, more and more people are finding themselves in need of long-term care. This care can be costly, so it’s important to have a plan in place to manage those costs. One way to do this is with insurance. Here are some strategies for using long-term care (LTC) insurance to manage long-term care costs.

A trust is a legal document that allows a third party, or trustee, to handle your assets in the event of death or incapacity. People set up trusts to help manage their assets during their lifetime and after death. In the event of death, trusts make sure that your beneficiaries receive your assets according to your wishes. They can assist you in caring for dependents that may struggle with financial inexperience, addiction, or illness. In the event of incapacity, they also ensure that you get the type of care you need.

When we think about wills, many of us assume they're only necessary for the wealthy. The reality, however, is that a will is an essential legal document for anyone who owns anything of value—whether that’s a car, a house, or even a prized art collection.

Many people use the terms “will” and “trust” interchangeably, but these documents are very different. In many cases, it’s wise to set up both a will and a trust as components of a comprehensive estate plan.