Articles and resources related to Estate Planning.
Dividing Tangible Personal Property in an Estate
Tips for distributing tangible personal property fairly.
Meet Director of Estate Planning, Janelle Schrupp, J.D.
Get to know Janelle Schrupp, J.D., who lends her legal experience to help clients develop and administer estate plans to efficiently transfer wealth.
When Is It Time to Update Your Estate Plan?
Proposed tax changes could change how individuals spend assets and structure estate plans.
Have You Considered the Future of Your Family Cabin?
Strategies for transferring the ownership of your cabin.
A Family Meeting: One of the Best Things You Can Do for Your Family in 2021
An effective family meeting can become a family bonding experience that pays dividends for many years.
Considerations When Selecting a Trustee
One of the most consequential decisions in estate planning is who to name as trustee.
How the SECURE Act Impacts Estate Planning
The SECURE Act includes key provisions that make it prudent to review existing estate documents.
How the SECURE Act Could Impact You
Now is an ideal time to revisit retirement and wealth distribution plans.
New Laws Impact Estate Plans
Estate laws continually change, making it important to review your estate plan periodically.
The Importance of Updating Your Estate Plan
52% of children report that they haven’t had detailed conversations with their parents about their intentions once they pass away, a step is important to ensure the outcomes align with one’s original vision.
Five Key Estate Planning Matters to Consider Annually
Estate planning is one of the key components of wealth management. Here are five topics for annual review.
Who Are You Investing For?
The importance of a custom financial plan is important. At every turn, you should have clarity in who you're investing for and what strategies will help you best meet your goals.
Credit Shelter Trusts: A Trust for the Benefit of a Surviving Spouse
A credit shelter trust is an irrevocable trust established for benefit of a surviving spouse. Some questions and answers.