Estate Tax Sunset: Setting The Record Straight

A 2-Minute Video for Holistic and Hands-On Wealth Managers

Why Many People Dismiss Using a Corporate Trustee

The Most Important Estate Planning Decision a Married Person Makes

Six Mistakes Living Trust Settlors Make

Six Estate Planning Mistakes People Make With Their IRAs

New 2024 Gift and Estate Tax Limits

Are Estate Planning Lawyers Needed Anymore?

Do Banks Freeze Joint Accounts?

Actions of Banks After Individual Account Owner Dies

How Large An Estate Do You Need To Justify Forming a Trust?

Headaches Involved in Trust Funding

How To Deal With A Bank Rejecting Your Power Of Attorney

What is Appropriate Trustee Compensation?

Creating Your Estate Plan Through Me and AEPL

Are Taxes the Biggest Estate Settlement Expense?

Name "Spouse" or "Child From 1st Marriage" on Power of Attorney?

10 Last Will Provisions That Shouldn't Have Been In Your Will

"I Don't Want My Estate Going To My Wife's Kids!"

What To Expect When Meeting with Estate Planning Attorney

Wills vs Trusts: A Deeper Dive

How To Leave Inheritance To a Carefree Child

Should Millionaires Do Medicaid Planning?

Estate Tax Exclusion Amount for 2024 and Beyond

How Probate Works

Five Reasons Business Owners Need Estate Planning

When Old People Get Mad and Change Their Will

Should Your 2nd Spouse Be Your IRA Beneficiary?

Will Lack of Portability Cost Your Family Tax?

Minnesota Estate Tax and the Lack of Portability