7 Ways to Make Charitable Gifts
There are many ways to make charitable gifts, whether you are a true philanthropist, anxious for tax deduction, or a ...
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Don't Let Your Uncle Secretly Marry His Estate Planning Attorney
Financial elder abuse is a big problem. Many states, like California, have passed laws to make it difficult for ...
7 Reasons Why a Living Trust is Better Than a Transfer on Death Deed
We've been asked many times lately whether a Transfer on Death Deed can replace a Living Trust. The short answer is ...
A Letter to My Dad's Financial Planner
The following is not an actual letter, but it could be. It reflects the reality and emotions of many people we have ...
How to Avoid Probate Without a Living Trust
You've heard it many times. Estate planning experts always say you need a living trust to avoid probate. But since ...
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Five of the Biggest Estate Planning Mistakes
What are five of the biggest estate planning mistakes you can make?
Estate Planning: When Is It Too Late?
It's too late for estate planning when it is too late.
Tired of Paying Taxes on Your RMDs?
A Qualified Charitable Distribution (QCD) is a tax-efficient way to fulfill your required minimum distribution (RMD) ...
Avoid Surprises in Your Estate Plan
"I have this dream my ...