Trusts and Estates
Planning Beneficiary Designations for Life Insurance
March 26, 2024
Assets such as life insurance and retirement accounts typically pass by beneficiary designation upon your death. Similarly, some non-retirement accounts […]
What is a Medical Power of Attorney
February 22, 2024
There are a few different documents that you can consider putting in place to help address how healthcare decisions may […]
Practical Steps and Strategies for Navigating the Estate Tax Sunset
January 2, 2024
Estate tax laws are a dynamic aspect of the financial landscape, and staying informed about changes is crucial for high-net-worth […]
What is Probate and Should It Be Avoided
September 20, 2023
Probate is the court procedure used to settle a deceased person’s estate and ultimately distribute any remaining assets to his […]
Planning with Prenuptial Agreements
August 22, 2023
A prenuptial agreement (also referred to as a “prenup” or marital agreement) is a good planning step to consider before […]
What is a Spousal Lifetime Access Trust (SLAT)?
July 25, 2023
Many people are looking for ways to utilize the current estate tax exemption amount (currently set at $12.91 million per […]
What to Look for When Updating Your Estate Plan
June 26, 2023
When is the last time you reviewed your estate planning documents? If it’s been more than a couple of years […]
The Benefits of Naming a Corporate Trustee
May 14, 2023
If you have a trust in place (or have contemplated putting one in place), chances are you’ve thought about who […]
What You Need to Know About Estate Taxes
October 27, 2020
Planning for what will happen to your wealth after you die is an important part of any financial plan, and […]
The GST Tax on Non-Exempt Trusts: What Your Family Needs to Know
April 21, 2020
If you’ve put any thought into estate planning, you’ve no doubt run into the acronym GST. It stands for “generation-skipping […]