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 [...]
Prepare for an uncertain federal gift and estate tax exemption amount with a SLAT
For 2023, the federal gift and estate tax exemption amount [...]
If your family owns a vacation home, address it carefully in your estate plan
For many people, the disposition of a family home is [...]
What should you consider when choosing a guardian?
What’s arguably the most common reason people put off estate [...]
Ease the burden of being a member of the Sandwich Generation with these action steps
If you’re currently taking care of your children and elderly [...]
If you’re married, ensure that you and your spouse coordinate your estate plans
Estate planning can be complicated enough if you don’t have [...]
You’ve received a sizable inheritance: Now what?
If you’ve received, or will soon receive, a significant inheritance, [...]
Don’t overlook these two essential estate planning strategies
When it comes to estate planning, there’s no shortage of [...]
Addressing guns in an estate plan requires special knowledge
When it comes to estate planning, not all assets are [...]
