Deciding whether to make lifetime gifts or bequests at death can be a deceptively complex question
One of your primary estate planning goals may be to [...]
A single parent’s estate plan should address specific circumstances
According to the Pew Research Center, nearly a quarter (23%) [...]
Run the numbers before donating appreciated assets to charity
Are you charitably inclined? If so, you probably know that [...]
Addressing IP in an estate plan can be tricky
Over your lifetime, you may have accumulated a wide variety [...]
Renting to a relative? Watch out for tax traps
If you own a home and rent it to a [...]
Should you consider a psychiatric advance directive?
Many people include health care powers of attorney or advance [...]
In your own words: A letter of instruction complements a will
A smart estate plan should leave no doubt as to [...]
Do you qualify for the QBI deduction? And can you do anything by year-end to help qualify?
If you own a business, you may wonder if you’re [...]
Don’t Overlook Foreign Assets When Planning Your Estate
You’d be surprised how often people fail to disclose foreign [...]
What’s the difference between a springing and a nonspringing power of attorney?
Estate planning typically focuses on what happens to your children [...]
