Estate planning for foreign assets requires extra attention
Do you hold assets such as overseas real estate, foreign [...]
What’s the meaning of that estate planning term?
Estate planning can be overwhelming. One reason is that it [...]
If you’re charitably inclined, your estate plan can benefit from a donor-advised fund
Donor-advised funds (DAFs) have become increasingly popular among individuals and [...]
More than just 0s and 1s: Accounting for digital assets in your estate plan
In today’s digital world, estate planning goes beyond physical property [...]
Use a CRT and a WRT in tandem to achieve two estate planning goals
Would you like your estate plan to support your favorite [...]
An ILIT has many benefits, but options are available to undo it
Life insurance can provide peace of mind. But if your [...]
How can an FLP fit into your overall estate planning strategy?
A family limited partnership (FLP) allows you to manage and [...]
Your Health Savings Account and your estate plan: What you need to know
A Health Savings Account (HSA) can be a valuable asset [...]
Does your estate plan include a living will?
A comprehensive estate plan does more than simply distribute your [...]
April 15 isn’t only the income tax return filing deadline, it’s also the gift tax return filing deadline
If you made large gifts to family members or heirs [...]
