Home > Resources > Estate Planning > Planning Your Estate

Planning Your Estate

7 Key Steps To Create A Good Estate Plan

May 21, 2019

Estate planning is a wise thing to do to ensure that your family and loved ones are safe and at the same time save them from unnecessary...

How Does An Attorney Charge For Estate Planning?

Apr 08, 2019

End-of-life planning isn’t easy, but it is critical. You may find it difficult to confront your mortality, but proper estate planning...

Draconian State Estate Tax Rules Drive Migration

Apr 04, 2014

By Justin Stoltzfus March 20, 2014 Even with a lot of advice from financial advisors, and some considerable work on protecting capital...

Estate Planners and New Tax Rules: Changes to Know About in 2014

Apr 04, 2014

By James O'Brien. If you meet the threshold for?estate taxes, think of 2014 as a landmark year in your planning. The rules surrounding...

Top Ten Estate Planning Goofs

Feb 24, 2014

When beginning to plan for leaving their property to heirs, people are confronted and frightened by the high estate tax rates and rush to...

Estate Planning is for Everyone

Feb 24, 2014

A popular misconception regarding estate planning is that only the wealthy need to be concerned about the transfer of their assets. In...

So You Don't Have An Estate Plan? That Could Be Costly

Feb 24, 2014

Just what is an estate plan? A basic estate plan is comprised of a trust, will, durable power of attorney (for management of property...

Probate: Things You Should Know

Feb 24, 2014

Probate, in its most restrictive sense is the process of "proving" that a decedent's will is valid and that it is the last will that person...

Important Legal Documents

Feb 24, 2014

You may be one of many worried about the financial issues of mental incompetence, obligations of caring for a disabled relative, or...

Tips for Estate Planning

Feb 24, 2014

There's a good chance that you've heard that federal estate taxes are scheduled to disappear in 2010, yet return in 2011. Many people,...

Hedge Funds Cut 2 and 20 Pricing

Feb 24, 2014

By Justin Stoltzfus January 7, 2014 Hot news from the finance industry shows that the monolithic fee structures of large hedge funds...

Yours, Mine, and Ours: Estate Planning for Today's Blended Family

Feb 24, 2014

In a "traditional" estate plan, each spouse provides for his or her assets (or most of the assets) to pass to the surviving spouse, with...

Letter of Instruction

Feb 24, 2014

I realize death is not anyone's favorite subject, especially when considering your own! While you are planning for the future of your...

Estate Planning ? A Gift for Your Heirs

Feb 24, 2014

With the holidays, generosity blooms. Despite the commercial din, we take joy in giving gifts, and our hearts and minds become attuned to...

Putting Your Final Affairs in Order

Feb 24, 2014

In the event of your death, have you considered the choices that must be made concerning your final affairs? How can you ensure that these...

Estate Planning

Feb 24, 2014

As it has often been said, two things in life are certain: death and taxes. Estate planning is the art of ensuring that one doesn't cause...

Consider an Estate-Planning Checklist

Feb 24, 2014

If you have got some years to go until retirement, you may think it's too early to think about estate planning. But no one can foretell the...

Dealing with Asset Basis

Feb 03, 2014

Deciding whether you should give a significant asset to an heir during your life or after your death has typically involved weighing...

Estate Planning for Combined Families

Feb 03, 2014

The most common estate plan is to leave everything to your spouse, who then leaves everything to your children after his/her death....

Getting Organized for Heirs

Feb 03, 2014

Even if you have a formal estate plan, organizing your personal paperwork and informing heirs of basic decisions will make it easier for...

Resource Categories

Are You a Financial Advisor?

Get registered and learn more