Estate-Articles

April 21, 2022

3 Estate Challenges for Blended Families

ESTATEREAD TIME: 2 MIN Preparing your estate can be complicated, and if you’re a part of a blended family, estate decisions can be even more complex […]
April 21, 2022

Managing an Inheritance

ESTATEREAD TIME: 3 MIN Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family member may remember you in […]
April 21, 2022

A Checklist for When a Spouse or Parent Passes

ESTATEREAD TIME: 5 MIN When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on. There […]
April 21, 2022

Why Everyone Needs an Estate Strategy

April 21, 2022

When Heirs are Imperfect

ESTATEREAD TIME: 3 MIN Passing your estate to an heir with credit problems or a gambling or alcohol addiction might not only lead to that wealth […]
April 21, 2022

Four Steps to Valuing an Estate

ESTATEREAD TIME: 3 MIN Determining the value of an estate is a fundamental first step in estate management and a critical requirement for settling a decedent’s […]
April 21, 2022

Four Reasons Millennials Need an Estate Strategy

ESTATEREAD TIME: 3 MIN You’re young, have little in savings, and might not have anyone relying on you, financially. So, why do you need to think […]
April 21, 2022

Yours, Mine, and Ours: Estate Strategies for Second Marriage

ESTATEREAD TIME: 3 MIN If you are one of the many Americans who are in a second marriage, you may need to revisit your estate strategy.1 […]
April 21, 2022

Revising Estate Strategy Assumptions

ESTATEREAD TIME: 3 MIN When the rules of the game change, tactics should follow in response to the new landscape. While estate tax exemptions have ridden […]