
Don’t Fall for Estate Planning Myths
Estate planning is surrounded by misconceptions that often keep people from taking simple steps that could protect their families.
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Estate planning is surrounded by misconceptions that often keep people from taking simple steps that could protect their families.

Deciding how to transfer your home to loved ones requires careful planning to minimize taxes, avoid probate and protect your family’s financial future.

Murdoch’s succession plan sheds light on whether an irrevocable trust can truly be changed, revealing key insights for estate planning.

Ensure that your children’s futures are secure by starting a comprehensive estate plan during back-to-school time. Schedule a consultation today.

I have been diagnosed with brain damage and dementia. Word to the younger folks: I woke up last year and suddenly could not spell or write legibly. No warning. No symptoms.

At some point, you’ll want to share your estate plans with your loved ones—and the first step in this process may be to hold a family meeting.

There are better—and often more creative—ways to plan and divide that can avoid family squabbles over cars, jewelry, furniture and household items.

You should not name a legal minor as a beneficiary. This applies to almost all legal documents, most notably wills and life insurance policies.

One of the most significant changes Americans will soon see is the sunsetting of tax laws under the Tax Cuts and Jobs Act (TCJA) of 2017.

Whether you drew up a will recently or years ago, keep in mind it’s generally not something you can set and forget.