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 [...]
Business owner? A buy-sell agreement should be part of your estate plan
If you hold an interest in a business that’s closely [...]
Making defined-value gifts may benefit your estate plan
Time is running out to take advantage of the current [...]
Taking the mystery out of the probate process
Few estate planning subjects are as misunderstood as probate. Its [...]
Achieve multiple estate planning goals with one trust: A CRT
For many people, two common estate planning goals are contributing [...]
