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 [...]
Create a trust that can span the ages
Do you want to leave a legacy for your [...]
Letter of Instruction in Estate Planning
A letter of instruction provides insights into the management [...]
Estate Planning Pitfall – You’ve overlooked digital assets in your estate plan
Traditionally, an estate plan addresses the tangible assets you own, [...]
Decisions, decisions – Many factors go into deciding when to transfer wealth
A critical estate planning decision is whether to transfer [...]
Opening up to SLAT opportunities
Estate tax planning can become complicated when multiple parties are [...]