The IRS just issued Revenue Procedure 2022-32, which allows a surviving spouse to elect "portability." Read on to find out what this means for you.
If you have a small estate a will may be enough. If you have a living trust, you will need a pour-over will.
Blended family estate planning presents challenges, and one size fits all estate plans may not work.
If you have already created a Durable Power of Attorney, you should not need a conservatorship.
What happens if you don’t prepare an estate plan? The state of California has a default plan for you, it's called intestacy.
Lifetime Protection Trusts are designed to protect your loved ones and their inheritance from potential divorce claims and lawsuits.
When you pass away, your estate goes through the probate process, and the probate court ensures that your executor distributes your assets per your...
If you have a high net worth estate, your estate plan may need more than a revocable living trust.
Almost everyone needs an estate plan. Many people think the term “estate plan” is something only high net worth individuals need. Not true.