Have you made arrangements for your pets in your estate plan?
For many people, pets are more than just animals — [...]
After a person dies, his or her debts live on
One question the family of a deceased person often asks [...]
Have you and your spouse coordinated your estate plans?
When it comes to estate planning, married couples often assume [...]
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 [...]
