Beware of Inheritance Scams
Whenever large sums of money are involved, don’t be [...]
Address These Estate Planning Priorities First
It’s been said that there’s “no time like the [...]
Loan or Gift?
If you’re like most people, an important goal of [...]
A Difficult Decision
Choosing the Right Person to be Your Estate’s Executor [...]
Digital Assets
Properly Account for These Assets in Your Estate Plan [...]
You missed the estate tax filing deadline
You likely don’t need to be reminded about filing [...]
You didn’t retitle assets to be included in a trust
There are numerous benefits of using trusts in your [...]
It’s time to take another look at the stepped-up basis rules
Thanks to a generous federal gift and estate tax [...]
No time like the present – Address top estate planning priorities today
When it comes to estate planning, consider taking a [...]
A strong marriage is a necessity when it comes to using a SLAT
When creating your estate plan, there’s a certain amount [...]
Going through a divorce?
Despite its unusual sounding name, a QDRO isn’t an [...]
Overlooking foreign assets can be detrimental to an estate plan
When working with an estate planning advisor, it’s critical [...]