Your Health Savings Account and your estate plan: What you need to know
A Health Savings Account (HSA) can be a valuable asset [...]
Does your estate plan include a living will?
A comprehensive estate plan does more than simply distribute your [...]
April 15 isn’t only the income tax return filing deadline, it’s also the gift tax return filing deadline
If you made large gifts to family members or heirs [...]
Play it smart by naming co-executors
Choosing an executor is one of the most important decisions [...]
When should you update your estate plan?
Many people think of estate planning as a “one-and-done” task [...]
Increase estate planning flexibility by decanting an irrevocable trust
Irrevocable trusts provide various estate planning benefits, such as reducing [...]
Owning real estate in multiple states can negatively affect beneficiaries
A vacation home, rental property or future retirement residence may [...]
Take steps to help ensure your estate plan won’t be challenged after your death
It’s not uncommon for family members to contest a loved [...]
Leverage your gift tax annual exclusion using a Crummey trust
A Crummey trust provides a key tax benefit of an [...]
Address your elderly parents in your estate plan in 5 steps
When creating or updating your estate plan, it’s important to [...]
