Estate Planning Blog

Withdrawals from traditional inherited retirement accounts are treated as income by the IRS, so the timing of these distributions matters for tax strategy.

Many people like the idea of giving some portion of their estate to charity. However, charitable gifts are often overlooked or put on the back burner during the estate planning process.

For most business owners, the business is the most valuable item on their balance sheet.

For most business owners, the business is the most valuable item on their balance sheet.

Integrating stock options into your estate plan requires careful consideration to ensure that your loved ones can benefit from this financial asset. This article explores how you can include stock options in your estate plan to maximize their value for future generations.

As a landowner, planning for the future and ensuring that your property is preserved and passed down to future generations is essential. This article explores how estate planning can help landowners safeguard their legacy and ensure continuity for their family farm or ranch.

Incapacity can happen to anyone at any time, but your risk generally increases as you grow older. Consider what would happen if, for example, you were unable to make decisions or conduct your own affairs.

Revocable trusts are much more common than irrevocable trusts because they provide many important estate planning benefits.

Many an estate plan has gone awry due to a misunderstanding of how retirement plan benefits work or a failure to consider retirement plan beneficiary designations as part of an overall estate plan.

The public is now likely to get a closer look at Simpson’s finances, and the families are likely to have a better shot at collecting—if there is anything to collect.