The recent tax overhaul touches just about every person who files on April 15. Many key provisions have been permanently altered, including federal estate tax exemption levels and 529 plans. Below is a breakdown of how these two common facets of financial planning have been...

The rapid progression and convenience of the internet has made it easy to retrieve millions of free or affordable documents and software. This includes tools that purport to draft an estate plan from the comfort of your own home and with the click of a...

Contingency plans are crucial for any business owner to keep the day-to-day operations running smoothly. Since the company often contains the majority of the owner’s wealth, as well as serves as the primary source of income for the family, an estate plan should be one...

[caption id="attachment_59" align="alignleft" width="204"] In the absence of the ability to make the designation directly with the online account provider, Illinois now has a law that allows an individual to make the designation in his or her estate plan.[/caption] In today’s digital age, many of us...