Addressing your Estate Planning during Divorce is Critical
Estate planning and divorce are intricate processes, each filled with legal nuances and detailed accounting (to say nothing of the emotions involved).
July 31, 2024
Sometimes, a Professional Trustee is a Good Idea
There are options for people who don’t have family—or don’t want their family—to handle their affairs.
July 18, 2024
Should You Tell Beneficiaries Their Inheritance?
This article discusses some of the advantages and strategic considerations of sharing estate planning details with the next generation, while recognizing that transparency is not a fix-all solution and may, in some cases, cause or exacerbate existing disagreements.
July 16, 2024
Estate Planning with Annuities can be Complex
Annuities offer income security, tax advantages and legacy benefits for your heirs. Find out how estate planning and annuities can strengthen your legacy.
July 15, 2024
Inheriting Foreign Assets is Complex
In today’s global economy, it is increasingly common for Americans, whether living abroad or stateside, to receive an inheritance from a non-U.S. person.
July 1, 2024
Creating a Trust to Avoid Probate Nightmares
Your family may struggle to get the money you leave them if it gets caught in probate. Set up a trust to ensure that your loved ones are secure, even when you’re gone.
June 25, 2024
Integrating Irrevocable Trust into Medicaid Planning
Explore the pros and cons of using irrevocable trusts for Medicaid planning—secure assets while navigating complex eligibility rules.
June 24, 2024
Should You have an Irrevocable Trust?
An irrevocable trust must be carefully funded, structured and managed to achieve both asset protection and tax planning.
June 20, 2024
Diverse Family Structures Have Unique Estate Planning Challenges
The law doesn’t always cater to diverse family structures. Those who live as extended families, as part of same-sex couples, or other families need to pay special attention to estate planning.
June 10, 2024
Maximizing Tax-Free Giving to Children
Affluent estate owners are opting to support their children and grandchildren financially during their lifetimes. We explore three strategies that can maximize tax-free giving to consider in your estate planning.
May 21, 2024