Charitably inclined? Pair a donor-advised fund with your estate plan
Your estate plan is the perfect place to make charitable [...]
Balancing legacy and independence: The role of an inheritor’s trust
An inheritor’s trust is a specialized estate planning tool designed [...]
The ins and outs of relocating your trust to a tax-friendlier state
It’s not uncommon for people who live in states with [...]
Estate planning for non-U.S. citizens requires extra care
Traditional estate planning strategies generally are based on the assumption [...]
Have you prepared an advance health care directive?
An advance health care directive allows you to communicate your [...]
If your estate includes IP, consider these planning strategies
Over your lifetime, you’ve likely accumulated various tangible assets. These [...]
In certain situations, filing a gift tax return is required or recommended
Thanks to the annual gift tax exclusion, you can systematically [...]
Should a married couple use a joint trust or separate trusts?
There are many benefits of including a revocable trust in [...]
Ensure you’re properly documenting your charitable donations
If you’re charitably inclined and itemize deductions, you may be [...]
Understand your spouse’s inheritance rights before getting remarried
One of the golden rules of estate planning is to [...]
