Starting an Estate Plan Before Marriage

Getting married marks the start of an exciting new chapter. While much of your attention may be on planning the big day, it's also a good time to think about your future—financially, legally, and personally. One of the smartest moves you can make is to begin your estate planning before the wedding.

Why Should I Create a Testamentary Trust?

Estate planning involves a multitude of legal instruments that help individuals prepare for and plan their legacies. Trusts are a major component of a comprehensive estate plan, and they fall into two categories: inter vivos trusts (which are created and exist during a grantor’s lifetime) and a testamentary trust (created as part...

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Time and stack of coins.

Maximizing Tax Efficiency Through Estate Planning

Estate planning serves numerous goals, including determining how to distribute one’s assets after death, protecting wealth from creditors, preparing for potential incapacity, and providing for vulnerable loved ones. However, many people may also consider tax efficiencies during estate planning. An estate plan may focus on minimizing tax liabilities that could cut into...

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Essential estate planning document

Should You Share Your Estate Planning Details?

During World War II, the government kept all kinds of secrets. But the biggest of all was the development of nuclear weapons. We couldn’t risk the Nazis getting their hands on such a weapon, but we were equally afraid of what could happen if the Russians developed this technology before we did.