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How to Pay for My Funeral

A funeral can cost $10,000 or more, according to the Funeral Consumers Alliance.
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Get These Estate and Tax Items Done Before It’s too Late

What estate planners need to accomplish for their clients before Tax Day, as well as the regulatory changes they need to be aware of while preparing for the big day.
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Should You Give Your Children an Inheritance Now?

Retirees should secure themselves first, and if you’re all set there, then consider a few other things, such as the impact on the children and tax issues.
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The Biggest Mistakes Made with Trusts

Mistakes that are usually ugly, often costly and sometimes fatal – at least to an estate plan.
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Do I Need a Trust in My Estate Plan for Real Estate?

Trusts are widely used in estate planning, so estates can avoid going through probate and maintain privacy. The terms of the trust ensure the wishes of the property owner are adhered to and their property gets distributed to the proper beneficiaries.
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Why Do I Need a Will?

Just under half of Americans have a will, according to data from Gallup. J.P. Morgan Wealth Management data suggests that this number may even be lower, especially among Black and Hispanic investors.
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Key Components of an Estate Plan to Tackle First

Having the right legacy plans and documents in place is one of the most important steps aging individuals can take, both to give themselves peace of mind and to avoid the possibility that confusion will make an already challenging situation even worse.
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Steps for an Effective Pet Protection

Although in the past it may not have been the norm to provide for animals in our estate planning, times have changed.
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Think Strategically when Creating Estate Plan

Crafting a carefully considered estate plan can ensure that asset distribution aligns with both your intended legacy and your beneficiaries’ needs.
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Does Divorce Have an Impact on Estate Planning?

When you're in the midst of a divorce, you're probably not thinking about estate planning or your will. However, if you're divorcing, you should think about the impact a divorce can have on an estate plan.
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