1 min read
Create a Road Map to Protect Your Estate
No matter how much effort you’ve invested in designing your estate plan, your will, trusts and other official documents may not be enough. Consider...
Estate Planning (3)
1 min read
Estate Planning Lite: College-Aged Children Need a Basic Estate Plan
If your son or daughter currently is home from college on winter break, now is a good time to sit down and discuss a few estate planning documents he...
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Automatic Extension Available for Making Portability Election
Portability allows a surviving spouse to apply a deceased spouse’s unused estate tax exemption amount toward his or her own transfers during life or...
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Raising Money-Smart Children
If you’ve worked a lifetime to build a large estate, you undoubtedly would like to leave a lasting legacy to your children and future generations....
2 min read
IRA Charitable Rollover - Even More Beneficial in 2018
If you’re age 70½ or older, you can make direct contributions — up to $100,000 annually — from your IRA to qualified charitable organizations without...
2 min read
2 Ways to Ensure a Successful Family Business Transfer
For many people, a family-owned business is their primary source of wealth, so it’s critical to plan carefully for the transition of ownership from...
2 min read
Tailoring the Role of Trust Protectors in Estate Planning
Irrevocable trusts can allow for the smooth, tax-advantaged transfer of wealth to family members. But there’s a drawback: When you set up an...
2 min read
#1 Argument Against DIY Estate Planning
There’s no law that says you can’t prepare your own estate plan. And with an abundance of online services that automate the creation of wills and...