Caution is required when addressing a gun collection in your estate plan
For many, the primary reason for creating an estate plan [...]
Planning on making year-end gifts? Take advantage of your gift tax annual exclusion
As the year draws to a close, it’s a great [...]
Is a QTIP trust right for your blended family?
A qualified terminable interest property (QTIP) trust can be a [...]
Your family needs to know how to access your estate planning documents
Making sure your family will be able to locate your [...]
Don’t forget to include a residuary clause in your will
When creating a will, most people focus on the big-ticket [...]
Beware the pitfalls of DIY estate planning
A do-it-yourself (DIY) estate plan may seem appealing to those [...]
Does your estate plan include a financial power of attorney?
Your estate planning goals likely revolve around your family, including [...]
Feeling charitable? Be sure you can substantiate your gifts
As the end of the year approaches, many people give [...]
Don’t let beneficiary designations thwart your estate plan
For many individuals, certain assets bypass their wills or trusts [...]
Intrafamily loans must be handled with care
Is one of your top estate planning goals to provide [...]
