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Adding a payable-on-death (POD) or transfer-on-death (TOD) designation to an account allows the assets (money and property) in that...

One important purpose of estate planning is to facilitate the transfer of ownership of your money and property to your family and loved...

small business owners need to protect their future

Studies[1] have shown that the largest contributing factors to generational loss of wealth are a lack of communication and trust among...

An individual’s belongings—such as jewelry, furniture, photographs, and books—sometimes slip through the cracks of their estate plan....

Joint trusts are beneficial for many married couples, especially if they have a stable relationship, do not have many creditors, and do...

You have a minor child who depends on you for their survival, so you need to make sure that they will be cared for if you are ever unable...

None of us likes to think about our own death or enjoys planning for that occasion. However, if you do not create an estate plan or fail...

On February 14, 2023, California state lottery officials named the winner of the largest lottery prize in United States history: Edwin...

A will (which should be accompanied by other important documents such as healthcare and financial powers of attorney, as well as an...

Beginning your retirement is a great milestone that is worth celebrating. You have put in many years of hard work, and you are now able...

Working with an attorney to draft a trust agreement for estate planning purposes is an important step. But just getting the document...

The box office success of the 2019 murder mystery Knives Out led to franchise status, with Glass Onion, the first sequel, released in...

A deed is a legal document used to transfer real property ownership rights from one person or entity (the grantor) to another (the...

As the name suggests, ABC’s TV show Modern Family depicts the relationships and experiences between a fictional extended family....

Life is full of contingencies. While some outcomes are relatively certain, other events are more difficult to predict. This uncertainty...

In estate planning circles, the word “probate” often carries a negative connotation. Indeed, for many people—especially those with...

The notion that your estate plan contains a defect would not normally be welcomed as good news. But despite the moniker, an intentionally...

Cohabitation without marriage is becoming more common in the United States. Among eighteen- to forty-four-year-olds, the percentage of...

When a married couple creates an estate plan using a revocable living trust, they have the option of creating a single joint trust or two...