October 19, 2023 A Secret Trust May Not Achieve What You’d Expect Do you have concerns about how your wealth may affect the behavior of your heirs? A silent trust is an … Read More
October 13, 2023 Payable-On-Death Accounts Require Careful Coordination with Your Estate Plan If you’re looking for an easy way to transfer assets outside of probate, payable-on-death accounts might be right for you. … Read More
October 13, 2023 A Refresher on the Trust Fund Recovery Penalty Business owners, their leadership teams and even advisors may be held liable under the trust fund recovery penalty rules. Here’s … Read More
October 9, 2023 Are You Considering Moving To Minimize Estate Tax? Moving to another state could reduce or eliminate state-level estate tax, but certain steps must be taken. Read More
October 2, 2023 Reasons Why Naming A Family Member Your Executor Might Not Be A Good Idea Your choice of a family member to be your estate’s executor may not be the best option. Read More
September 22, 2023 An Art Collection is a Special Asset to Account for in an Estate Plan You have a few choices to accommodate your art collection in your estate plan. Learn about three options here. Read More
September 15, 2023 What Are The Pros And Cons Of Custodial Accounts For Minors? If you are looking for a tax-efficient vehicle to save for your child’s higher education costs or for other expenses, … Read More
September 8, 2023 QTIP Trust: Strange Name, Powerful Trust Do you want to provide for your spouse after your death but ensure that your children ultimately receive the inheritance … Read More
August 31, 2023 Did Your Spouse’s Estate Make A Portability Election? Estate tax exemption “portability” can save married couples substantial estate taxes, but only if the necessary election is made. Read More
August 25, 2023 Life Insurance Can Be A Powerful Estate Planning Tool If federal estate tax isn’t an issue for your family, you may want to hold on to your life insurance … Read More
August 22, 2023 Avoiding Probate: How To Do It (And Why) Because of probate’s public nature, avoiding the process to the extent possible is a goal of many estate plans. Here … Read More
August 15, 2023 To Avoid Confusion After Your Death, Have Only An Original, Signed Will To avoid confusion, pain and possible court proceedings among your surviving family members after your death, maintain only one, original … Read More
