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 [...]
Life insurance can be a powerful estate planning tool for nontaxable estates
For years, life insurance has played a critical role in [...]
What are the pros and cons of custodial accounts for minors?
Setting up an investment account for your minor child can [...]
To avoid confusion after your death, have only an original, signed will
The need for a will as a key component of [...]
How can an estate plan be kept vital after death?
When a loved one passes away, you might think that [...]
