Can a split annuity strategy help you achieve a balance in retirement?
You may be currently facing this dilemma: You’ve retired (or [...]
Look it up: A glossary of key estate planning terms
Estate planning has a language all its own. While you [...]
A living will is an important addition to your overall estate plan
A living will could provide peace of mind for both [...]
When one trustee isn’t enough, consider appointing a trust protector
Irrevocable trusts can allow for the smooth, tax-advantaged transfer of [...]
Don’t skip out on planning for the GST tax
Does your estate plan call for making gifts to your [...]
4 ways to make an incentive trust more effective
Estate planning isn’t just about sharing wealth with the younger [...]
April 15 is the deadline to file a gift tax return
Not only is April 15 the deadline to file a [...]
Lines may blur when it comes to estate and family business succession planning
Owners of closely held businesses typically have a significant portion [...]
Pay attention to securities laws when planning your estate
Do your assets include unregistered securities, such as restricted stocks [...]
Yes, your college-age child needs an estate plan
If your college-age child is home for the holidays, it [...]
