Opportunities and Challenges: Valuation in the Age of COVID-19
Valuation and estate planning go hand in hand. After all, [...]
Estate Planning for the Young and Affluent Can Be Tricky
Events of the last decade have taught us that tax [...]
Don’t Choose Your Executor Too Hastily
Haste makes waste. Or, in the case of estate planning, [...]
Don’t Forget to Take State Estate Taxes into Account
A generous gift and estate tax exemption means only a [...]
Estate Planning Pitfalls Exist if a Significant Portion of Your Wealth is Concentrated in a Single Stock
Estate planning and investment risk management go hand in hand. [...]
Is Your Power of Attorney for Property Powerful Enough?
Your estate plan may include a power of attorney for [...]
What Are Your Options to Pay for Long-Term Care?
Too often, people planning their estates focus on tax and [...]
3 Essential Estate Planning Strategies Not to be Ignored
With most tax planning, there are certain strategies that are [...]
Estate Planning in a Socially Distanced Environment
As many states continue to struggle with the current surge [...]
A Tenancy-in-Common Interest Can Ease Distribution of Real Estate
If your estate includes significant real estate investments, the manner [...]
