Estate Planning: Murphy & Berglund's Insights and Resources

Family gathering around a festive table during the holidays, sharing a meal and celebrating together, with a warm fireplace in the background.

Estate Planning, Ethical Wills, and Holiday Gatherings

While visiting loved ones this holiday season, take the time to address two important parts of your family’s future: estate planning and ethical wills.

End of Year Charitable Giving

‘Tis the season for giving - especially for end of year charitable giving. In fact, one third of all charitable giving occurs in December, with the final three days of the year accounting for a whopping 12% of the entire year’s total.

Elderly couple reviewing and signing estate planning documents, emphasizing the importance of legal preparation for family protection.

Estate Planning Tips

An estate plan – especially a trust – can do more than just transfer ownership of certain assets to its beneficiaries. Here are some things that you might not have realized estate planning can do for you: