An inter vivos transfer is one made during the grantor's lifetime. Inter vivos gifts, which include property related to an estate, are not subject to probate taxes since they are not part of the donor's estate at death. 16 Jan

Inter Vivos Gifts: What Are They? How Do They Work?

During this highly stressful and overwhelming time, it is important to remember that financial well-being can be critical to your path to mental wellness. These five steps are a good place to start... 11 Jan

Financial Well-Being: Coping with Debt After Losing Your Spouse

If you have a rare or unusual collection, you need to ensure that it's properly accounted for before you pass away. The most failsafe way of doing this is to include your collection in your estate plan. Working with the right appraiser is key! 06 Jan

Unusual Collectibles: Working with the Right Appraiser is Key

Here are nine things to do – and not do – when selecting guardians for a minor child or children. 04 Jan

Choosing a Guardian for a Minor Child: 9 Important Considerations

Millionaires Can Be Eccentric: The Great Stork Derby | Curated Content | Strange Bequests | Estates Gone Wrong 20 Dec

Millionaires Can Be Eccentric: The Great Stork Derby

17 Nov

Estate Planning Should Not Wait: Lessons from “Howards End”

This guide is intended to define certain terminology and explain structural concepts within an estate plan that may pop up during your own research or when talking with your estate planning attorney. 16 Nov

Estate Planning 101: A Terminology Guide

Acquiring a classic car is easy. Mapping out a succession plan for your collection is an artform. That’s where Carnection Advisors come in... 10 Nov

Classic Car Collectors: Mapping Out a Succession Plan for Your Vehicles

When a Charitable Bequest in a Will Goes Wrong | Curated Content | Charitable Bequests | Estates Gone Wrong 01 Nov

When a Charitable Bequest in a Will Goes Wrong

A living will is an important part of advance care planning, which involves discussing and preparing for future health care decisions in the event you can’t make them. Learn where to find advance directive forms in your state. 31 Oct

Advance Care Planning: Preparing a Living Will

A family trust allows individuals to create and preserve a financial legacy while at the same time protecting their assets for their family. Let’s take a closer look at the key tax benefits and issues associated with family trusts. 12 Oct

Using Family Trusts for Tax and Estate Planning

Agreement Reached in Dispute over Charley Pride's Will 29 Sep

Agreement Reached in Dispute over Charley Pride’s Will