Frequently Asked Questions: Estate Planning When You Own Real Estate

Question 1: If the property is currently in my spouse’s name, can I legally force my spouse to add my name to the deed? Generally speaking, you cannot legally force your spouse to add your name to a deed unless there is an enforceable legal agreement, such as a...

Frequently Asked Questions: Estate Planning After a Serious Health Diagnosis

A difficult health diagnosis can be emotionally and logistically overwhelming. While your health should remain your top priority, taking time to ensure that your legal and financial affairs are organized can reduce stress, prevent avoidable complications, and give...

Estate Planning Facts to Share with Clients This Holiday Season

Every year around Christmas, stores and malls across America are transformed into winter wonderlands, complete with elves, ornaments, artificial snow, and larger-than-life decorations. Many children stare in wide-eyed wonder as they wait to sit on Santa’s lap and...

The Advisor’s Estate Planning Challenge: Test Your Knowledge!

In 2025, what is the total amount of money and property that a person can gift during their lifetime and leave at their death (other than to their spouse) without owing any federal estate tax? $5 million $15 million $13.99 million as much as you want The correct...

Assisting Your Clients: National Centenarians Day – Planning for a Longer Life (and Legacy)

Who wants to live to be 100? That depends on who you ask. Whatever the answer, one thing is clear: The odds of reaching that milestone are rising, along with the length of retirement and the number of life changes that come with it. Life expectancy gains in the US...