The main goals for many individuals preparing an estate plan are protecting assets for future generations, reducing estate taxes, and exercising control over how their estate is distributed. For high-net-worth estates, advanced planning is essential to achieve those goals and other goals individuals might have for their estate. A

Planning Your Estate After A Divorce
Going through a divorce is a difficult transition that involves a number of considerations, not the least of which is how to divide the marital property. During this trying time, it is important to control your emotions and maintain your objectivity. Once the divorce is settled, it is also crucial to revisit...

How to Avoid a Will Contest
Although creating a will is an important component of estate planning, it is not uncommon for beneficiaries and heirs to dispute the instructions in a legal proceeding known as a will contest.
Reasons for a Will ContestIt is important to note that beneficiaries cannot...
RMD Report: Reverse Mortgage Industry Sees Big Potential in New Condo Rule

Five Reasons a Will May Be Invalid
In Massachusetts, a will that is poorly drafted or that does not adhere to state law may be invalidated by the court. The best way to create a legally binding will is to consult an experienced estate planning attorney. In the meantime, let’s take a look at five key reasons why...

Avoid These Common Estate Planning Mistakes
A well-designed estate plan will enable you to achieve important objectives such as protecting your assets, planning for long-term care, and providing for your loved ones. At the same time, estate planning can be complicated and some may fail to understand how their plans actually work. By working with an experienced...
No Estate Plan? Probate Sorts It Out
The state makes the decisions on where your assets should go.
If it is determined that if you do not leave a will or an estate plan, then probate takes over with a key focus on debts and what...
Own a Business? What about Succession Plan?
It is a good idea to have a plan, just in case you do retire.
Many business owners have worked for years to build up their business and don’t have any intention of retiring. However, that day is likely...
Learn about RMDs before You Begin Withdrawals
RMDs are legally required and it is best to study up on them, because taxes can be 50%.
Required minimum distributions are not always a common name to retirees but they should be, according to Forbes in “5 Things to Know...
There are Many Reasons to Have a Will
Prince did not leave a will and many, many relatives showed up to stake a claim.
Not having a will can create some difficult situations for your loved ones and some of them are not expected, according to Arizona Central in
