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 [...]
Year end is gift-giving time: Use the annual gift tax exclusion to the max
With the holidays approaching, you might be considering making gifts [...]
Have you made and communicated your funeral arrangements?
One aspect of estate planning that isn’t always covered is [...]
Owning assets jointly with a child may not be the right estate planning strategy
There’s a common misconception that owning assets jointly with a [...]
Keeping a trust a secret may not achieve the outcome you’d expect
When planning their estates, many affluent people agonize over the [...]
An art collection is a special asset to account for in an estate plan
Some assets pose more of a challenge than others when [...]
QTIP trust: Strange name, powerful trust
Granted, a QTIP trust is an odd sounding name for [...]
