The Estate of The Union Season 4|Episode 8 is out now!
The Estate of The Union Season 4|Episode 8 is out now! Choosing the right trustee is one of the single most critical planning decisions you
December 3, 2025
Pros and Cons of Testamentary Trusts
Testamentary trusts can offer control and protection for your heirs. However, they require court involvement and may not suit every estate plan.
June 18, 2025
Self-Employed must take a Proactive Approach to Estate Planning
Freelancers and self-employed individuals face unique challenges in estate planning, requiring tailored strategies to protect their assets, businesses and loved ones.
January 16, 2025
Testamentary Trust can Protect your Intellectual Property
When managing your estate, people often overlook intellectual property (IP). If you are an artist, inventor, or business owner, your IP can be one of your most valuable assets. Incorporating IP into your estate plan is crucial to ensure that it benefits your heirs, primarily through a testamentary trust. However, what is a testamentary trust, and how can it protect your intellectual property? What Is a Testamentary Trust? A testamentary trust is created as part of your will and only takes effect after you pass away. It allows you to name a trustee who will manage the trust’s assets, including…
November 4, 2024
You Need to File an Estate Tax Return
The estate tax is a one-time tax due nine months after someone dies, if their assets reach a certain threshold.
June 5, 2023
Protecting Assets with a Trust vs. LLC
To protect assets effectively, you have to store them in the right legal entity. However, that can depend on whether you’re looking to protect business assets, avoid estate taxes, or protect personal assets from legal liability while running a business.
May 10, 2023
Are Testamentary Trusts a Good Idea?
A testamentary trust can control your assets after death. However, there may be a better option available, experts say.
August 10, 2022
Bypass Trust gives Flexibility in managing Taxes
The rise in the stock market over the past several years, teamed with the passage of the SECURE Act two years ago—as well as the scheduled 50% reduction in the size of the federal estate tax exemption four years from now—has resulted in a renewed interest in estate planning for IRA and 401(k) accounts owned by married couples.
March 14, 2022
Options to give Assets to Minor Grandchildren
You have many options to make sure your wishes are followed after you die.
February 28, 2022
How to Address an Estranged Child in your Planning
Perhaps one of the most difficult, and increasingly common, estate planning questions involves the inclusion or disinheritance of an estranged child.
August 26, 2021