Don’t Overlook the GST Tax When Transferring Wealth to Younger Generations
If your estate plan includes gifts, bequests or other transfers [...]
Non-U.S. Citizens Face Unique Estate Planning Challenges
Estate plans are often designed around rules that assume spouses [...]
When Your Will Needs an Update, Follow the Formalities
Laws governing the execution of a valid will vary by [...]
Inter vivos and testamentary trusts can help you achieve different estate planning goals
Trusts can serve many purposes in an estate plan, from [...]
How should life insurance fit into your estate plan?
Life insurance can provide critical financial protection for the people [...]
Protect your business — and your estate — with a buy-sell agreement
Do you hold an interest in a business that’s closely [...]