Life insurance can play a few key roles in an estate plan, depending on your age and situation in life.
There are two main types of life insurance: term and permanent. Term life insurance is the simplest: You buy a policy for a set number of years and you have...
While a will is one of the most important estate planning documents you can have, there are things that it won’t cover. A will is just one part of a comprehensive estate plan.
A will is a legally-binding statement directing who will receive your property at your death. It is...
Pets are members of the family, so it is important to consider how to provide for them in your estate plan just as you would the human family members.
While we may think of pets as part of our family, the law considers them to be property. This means...
A new administration usually means that tax code changes are coming. While it remains unclear exactly what tax changes President Biden’s administration will usher in, two possibilities are that he will propose lowering the estate tax exemption and eliminating the stepped-up basis on death. The first would affect only multi-millionaires, but the...
