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What is estate planning? How do we work with your clients?

Think of the core of your estate plan as having two spheres.  There’s the sphere that authorizes trusted family members …

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You became the Trustee of a trust. Congratulations! Now what?

Did you just become the trustee of a loved one’s trust, or of a trust that holds your own inheritance? …

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Why Set Up a Trust to Handle a Charitable Donation?

The main reason is that the Grantor, the person setting up the trust, gets income tax, estate and gift tax …

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Should you Consider a Spousal Lifetime Access Trust (SLAT)?

  Change is coming to estate and gift tax laws. Should you consider a Spousal Lifetime Access Trust (a SLAT)? …

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We Want Our Children To Inherit Everything We Have. But What If The Survivor Of Us Changes That Plan?

Many married couples envision that their children will someday inherit what remains of their estate, as they know it. What …

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Do I Need Power of Attorney?

Any time during our adult life, we could experience periods when our capacity is diminished to the point where we …

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We Just Became Parents. Do We Need Wills?

  I often get contacted by young parents who wonder if they need a Will. Some were told to get …

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How to Plan for Upcoming Changes in Estate Tax Law

Can a Spousal Lifetime Access Trust (a SLAT) capture the current estate tax exemption? And could it help maintain an …

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How the SECURE Act impacts your plan for your retirement accounts. It is a good time to review.

The passage of the SECURE Act left many wondering if their estate planning documents need to be updated. Generally, we …

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Advantages of Having a Separate Retirement Plan Trust

As you are planning how to leave your IRA, 401(k), 403(b) or other qualified retirement accounts to your spouse, children, …

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