So, you thought New Year’s resolutions were for losing weight and giving up eating corn dogs. Naw, the most exciting New Year’s resolutions are estate planning commitments. So, when you head off to ...

By Marlee Stever, Esq. Estate planning can be a challenging and daunting process, with several things to consider, and there are frequently a variety of solutions available, each with unique ...

Since Oct. 16-22 is Estate Planning Week, let’s take this opportunity for a refresher on everything you need to know about how estate planning works. In short, the process of estate planning involves ...

2018 | Document prepared by: Kelly Nuckolls, Extension Legal Specialist, Agriculture Law Education Initiative, University of Delaware Cooperative Extension & Department of Agricultural & Resource ...

"The best-laid plans of mice and men often go awry," wrote poet Robert Burns. That may be no truer than in estate planning. With the great wealth transfer underway, people – even the rich, famous and ...

Estate planning for millionaires is crucial, as wealthy families have more to protect and pass on to the next generation. Larger estates tend to be more complicated, with multiple homes, business ...

You’ve completed all the estate planning documents your lawyer recommended, do you really need to take another step? Yep! A letter of instruction can be an invaluable part of your estate plan. No ...

Steven Bowles, CLU®, founder of Catalyst Advisory, represents a unique breed of advisor who combines technical expertise with ...

The couple had been married 35 years, but when the wife passed away, a portion of her estate was inaccessible to her husband. The wife had set up an investment account 40 years ago, before their ...

Although there are many new and interesting tax planning techniques, sometimes it is the tried-and-true standards that are overlooked, that may best provide the solutions to estate and income tax ...

Some tasks are easier than others when helping clients execute a financial plan. From my experience, estate planning is often the hardest. The possibility of death or disability is not something we ...

Though estate planning isn't the most enjoyable aspect of personal finances, it's one of the most crucial. Getting your affairs in order ensures your loved ones aren't left scrambling over your assets ...