Why choosing the right trustee matters
It’s not uncommon for an estate plan to contain multiple [...]
Members of the “sandwich generation” face unique estate planning circumstances
Members of the sandwich generation — those who find themselves [...]
Factor in GST tax when transferring assets to your grandchildren
If you’re considering making asset transfers to your grandchildren or [...]
Need to modify an existing irrevocable trust? Decant it
“Decanting” an irrevocable trust allows a trustee to use his [...]
Sharing your estate plan’s details with family has pros and cons
When it comes to estate planning, one important decision many [...]
Stepped-up basis rules can ease the income tax bite of an inheritance
With the federal gift and estate tax exemption amount set [...]
Incentive trusts: Use them to pass your wealth and values on to beneficiaries
If your estate planning goals include distributing your wealth while [...]
What happens if you and your siblings inherit your parents’ home?
When estate planning, it’s common for parents to leave their [...]
It may be in your best interest to file a gift tax return
If you’ve given a significant financial gift to a family [...]
Do you have the right amount of life insurance coverage?
Life insurance plays a vital role in your estate plan [...]
