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 [...]
Put restrictions on your large charitable gifts for added peace of mind
If philanthropy is an important part of your legacy, consider [...]
How to address your frequent flyer miles in your estate plan
If you’re a frequent traveler, you may have accumulated hundreds [...]
