CLTs: A Charitable Trust That Takes the Lead
Are you inclined to help a charity for a period of time without ultimately giving up the property? Consider the… Read More
Estate Planning Pitfall: You Don’t Meet the Tax Requirements For Splitting Gifts
The annual gift tax exclusion is a powerful tool in the estate planning toolbox. When using your annual exclusion, you… Read More
Estate Planning Pitfall: You Haven’t Provided a Password List To Relatives
If you’re like most people, you’ve probably encouraged your elderly relatives to list of all their assets and contact information,… Read More
Family Advancement Sustainability Trust: A Flexible Trust That Can Achieve Many Estate Planning Goals
While, ultimately, you create an estate plan to meet technical objectives, such as minimizing gift and estate taxes and protecting… Read More
Thinking of Moving Abroad?
Consider the estate tax planning implications before relocating Suppose you’re contemplating a bold move — literally: pulling up stakes and moving… Read More
Opening Up to SLAT Opportunities
Estate tax planning can become complicated when multiple parties are involved. For example, you may be concerned about providing assets… Read More
The Art of Estate Planning
An art collection is a special asset to account for in an estate plan It goes without saying that your art… Read More
Attention Business Owners: It’s Time to Talk About Estate Planning
If you’re a small business owner, you probably don’t have a minute to spare in your busy workday, especially if… Read More
Understanding the Terms of Health Care Directives
Estate planning experts usually cite the need to include advance health care directives in a comprehensive estate plan. But there’s… Read More
Shh! This is a Silent Trust — Let’s Keep it Quiet
Generally, estate planning advisors recommend that you be upfront with family members about how you plan to divide your assets.… Read More
