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Advance directives can provide instructions for how an individual wishes to have their affairs handled in the event of an untimely contingency.

Timely planning is necessary to preserve the assets you have worked so hard to accumulate and to protect your loved ones. The key to successful estate preservation is planning. So, don’t put it off. Consider taking these important steps now.

Liquidity refers to the ability to quickly and easily convert assets into cash without incurring a significant loss. Building liquidity into your estate plan can help to ensure that resources will be available to cover estate settlement costs, as well as any tax due.

Trusts are legal arrangements that provide direction for how you want certain assets managed, for the benefit of one or more named individuals or groups, both during your lifetime and at death.

When planning the division of your assets, you may believe in a policy of “share and share alike”, but this does not necessarily equate with fairness?

One of the first steps in determining your federal estate tax liability is determining what assets and property are considered part of your estate. The actual task of determining what is includable in your gross estate can require some in-depth analysis.

Over the next 50 years, the age 85 and older population is expected to be the fastest growing segment of society. Unfortunately, along with aging, the chances of needing long-term care (LTC) increase.

To avoid leaving your loved ones in this difficult situation, consider taking time now to prepare an inventory of pertinent financial information. This record will help those who must manage your financial affairs after your death carry on smoothly and without undue delay.

Advance directives are legal instructions that express a person’s wishes regarding financial and health care decisions in the event that he or she becomes unable to make them. If incapacity occurs and there are no advance directives, is guardianship a viable option?

Estate planning often involves the coordinated efforts of an estate planning team consisting of your attorney, accountant, and financial services professional. However, whether establishing a new estate plan or revising an existing one, only you can provide the guidance, direction, and information needed to develop an effective plan.