It’s time to take another look at the stepped-up basis rules
Thanks to a generous federal gift and estate tax [...]
Do your assets include unregistered securities?
When it comes to estate planning, addressing all your [...]
You don’t file a gift tax return
Thanks to the annual gift tax exclusion, you can [...]
Protect your estate against undue influence claims
It’s your will, so you can say whatever you [...]
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 [...]
Who Needs An Estate Plan?
Who needs an estate plan? Quick answer: Everyone Despite [...]
Executive Director Evaluation
As many nonprofits' year end approaches, Boards of Directors [...]