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 [...]
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 [...]