Estates Now Have an Additional Three Years to File for a Portability Election
Portability allows a surviving spouse to apply a deceased spouse’s [...]
CLTs: A Charitable Trust That Takes the Lead
Are you inclined to donate assets to a charity for [...]
Living Wills Can Help Ensure Your Last Medical Wishes Are Carried Out
According to a University of Pennsylvania report, approximately 37% of [...]
Addressing Adopted Children or Stepchildren in Your Estate Plan
Families that have children who are adopted, or stepchildren who [...]
The HSA: A Healthy Supplement to Your Wealth-Building Regimen
A Health Savings Account (HSA) can be a powerful tool [...]
Avoiding Undue Influence Claims
A primary purpose of estate planning is to ensure that [...]
