Planning your estate around gifts of specific assets is risky and, in most cases, should be avoided. If you leave specific assets – such as a home, a car or stock – to specific beneficiaries, you could end up disinheriting someone else.

Jennifer Wilkerson was interviewed about estate planning in April 2017, on KNCO radio. Thanks to show host Seth Leishman, CPA, CFP®, Senior Financial Advisor of Ostrofe Financial Consultants, Grass Valley.

Worried about challenges to your estate plan? Estate planning is about protecting your family and ensuring that your wealth is distributed according to your wishes. So the idea that someone might challenge your estate plan can be disconcerting. One strategy for protecting your plan is to include a “no-contest” clause in your Will or Revocable […]

In many respects, estate planning for single parents of minor children is similar to estate planning for families with two parents. Single parents want to provide for their children’s care and financial needs after they’re gone. But when only one parent is involved, certain aspects of an estate plan demand special attention.