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 …
Think of the core of your estate plan as having two spheres. There’s the sphere that authorizes trusted family members …
Did you just become the trustee of a loved one’s trust, or of a trust that holds your own inheritance? …
The main reason is that the Grantor, the person setting up the trust, gets income tax, estate and gift tax …
Change is coming to estate and gift tax laws. Should you consider a Spousal Lifetime Access Trust (a SLAT)? …
Many married couples envision that their children will someday inherit what remains of their estate, as they know it. What …
Any time during our adult life, we could experience periods when our capacity is diminished to the point where we …
I often get contacted by young parents who wonder if they need a Will. Some were told to get …
Can a Spousal Lifetime Access Trust (a SLAT) capture the current estate tax exemption? And could it help maintain an …
The passage of the SECURE Act left many wondering if their estate planning documents need to be updated. Generally, we …
As you are planning how to leave your IRA, 401(k), 403(b) or other qualified retirement accounts to your spouse, children, …