Filing a gift tax return, even when not required, can provide peace of mind.
Read More
Life insurance remains a powerful estate planning tool for providing for your loved ones in the event of your untimely death. Now is the time to reevaluate your policy.
Read More
Consider the pros and cons when determining if a revocable trust is right for your estate plan.
Read More
A donor-advised fund and your estate plan can interact in several ways, primarily in terms of charitable giving, tax benefits and wealth transfer strategies.
Read More
An inheritor’s trust can provide creditor protection and wealth preservation. Here are the details.
Read More
Understanding federal estate tax laws can be complicated — even more so if you or your spouse is a noncitizen.
Read More
It’s often said that the main reason parents put off creating an estate plan is the difficulty of choosing a guardian for their child. Here are the answers to some common questions about guardianship.
Read More
Including an advance health care directive as part of your complete estate plan can ease your family’s decisions if you become incapacitated.
Read More
If you’re a single parent, it’s time to review your estate plan.
Read More
Properly addressing intellectual property in your estate plan can be complex. Here are some planning tips.
Read More
Do you know the rules for filing a gift tax return?
Read More
For a married couple, are two revocable trusts better than a joint revocable trust?
Read More
As the holidays approach, understand the IRS’s rules for properly substantiating your charitable gifts.
Read More
Reduce your taxable estate by making annual gift tax exclusion gifts.
Read More
Removing a trustee can be difficult. However, there are ways to make it easier without giving too much power to the beneficiaries.
Read More
When planning your estate, pairing a pour-over will with a living trust can act as a backstop for certain wayward assets.
Read More
Do you own assets jointly with your child or other heir? Learn the pitfalls associated with this estate planning strategy.
Read More
Moving to another state could reduce or eliminate state-level estate tax, but certain steps must be taken.
Read More
Your choice of a family member to be your estate’s executor may not be the best option.
Read More