Estate Planning

A/B Trusts, Protect Your Assets and Avoid Probate

Using this little-known estate planning technique, you not only avoid probate, but the Credit Shelter “B” Trust can also grow to unimaginable sums with absolutely no future federal or state estate taxes.

The Taxman and Your Estate

“Now my advice for those who die, declare the pennies on your eyes.”

How to Avoid the Worst Estate Planning Mistake

In this podcast, David T. Phillips, CEO of Estate Planning Specialists, reveals the number one estate planning mistake and shares the strategies you can implement to avoid that mistake.

dollar bill with hands fighting ovver it

Essential First Steps in Estate Planning: How to Safeguard Your Legacy

Regardless of your financial status, having a well-thought-out estate plan is essential for ensuring your assets are distributed according to your wishes and minimizing potential conflicts among your beneficiaries.

Logical Estate Planning to Keep Predators, Creditors, and the IRS from Taking Over

Don’t become another cautionary tale like Howard Hughes, whose $2.5 billion estate became entangled in a legal battle after over 20 wills surfaced.

money, hundred dollar bill locked up with pad lock

What to Ponder Before Remarrying Later in Life

Getting remarried later in life can actually bring about a host of financial and legal issues that are much more complicated than they are for younger couples just starting out. Here are some common problem areas you need to think about, and some tips that can help you solve them.

How to Sell Unwanted Burial Plots

Life changes along with the growing popularity of cremation in the US are causing more people to sell previously purchased burial plots they don’t intend to use any longer.

head stone with "in loving memory of dear mother"

How to Divide Your Personal Possessions Without Dividing the Family

Divvying up personal possessions among adult children or other loved ones can often be a tricky task.

How to Replace Important Documents That Are Lost or Missing

Replacing important documents that are destroyed, lost, or stolen is pretty easy once you know where to turn.

4 Estate Planning Mistakes to Avoid

Unfortunately, when it comes to estate planning, there are numerous pitfalls that people often encounter. Here are some of the most significant mistakes and how to steer clear of them.