Estate Planning

Does New York have an inheritance tax or an estate tax?

Although New York has an estate tax, it does not have an inheritance tax. Read on to learn the difference between the two and what the estate tax in New York is.

Just Married? It's Never Too Early To Start Talking About Estate Planning

Estate planning should definitely not be overlooked when mapping out your life with your life partner.

WATCH: What's an Estate Plan and Why You Need One

Free on-demand workshop explains what an estate plan is, the process of planning an estate, and how to avoid common planning oversights.

Living Trusts in Arizona: What you Should Know Before Making One

A crucial part of estate planning includes simplifying and reducing the size of your estate in order to save on costs and minimize the need for probate.

Do I need an estate planning lawyer to write my will in California?

Preparing a will and engaging in estate planning activities may not be the most pleasant of tasks.

Who should be the executor of a will?

This is a position of great responsibility, and the executor must act on the testator’s behalf to ensure that the assets are allocated properly.

How to Choose an Executor

Part of the estate planning process is choosing a responsible estate executor, someone who will look after the interests of your estate

A Note on Life Insurance Buy-Backs

For some life insurance carriers, there is a life insurance buy-back option, which may make sense for some individuals or families.