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There are several ways one can make a charitable gift as part of their estate plan. First and foremost, you can always give during life.

While a trust technically becomes the owner of your home when you sign a deed transferring ownership to a grantor trust, rest assured that you will still receive the same real estate tax exemptions and/or benefits that you received when your home was owned in your individual name.

Whether a trust or last will and testament (“will”) is better for you is dependent on your assets, circumstances, and personal goals. Every person is different and therefore every estate plan should be tailored to the individual.

Naming a child on your bank accounts can lead to numerous consequences, including potential costly estate litigation.

Engaging in estate planning now can ensure that upon incapacitation or death, your assets will be transitioned smoothly to your beneficiaries.

Learn what a descendants trust is and how it can help protect beneficiaries in the future from bad financial decisions, divorce, and more.

The Corporate Transparency Act requires most entities to report “beneficial owners” and those who have substantial control or decision-making authority.

What documents should be updated in your estate plan to reflect your wishes regarding email, social media accounts, and more?

The right trust for you will depend on the problems you are trying to solve. This blog post breaks down some of the most common types of trusts and when they might be beneficial.

While it may be tempting to gift your house now, there are tax consequences in doing so.