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2020 Financial Markets Update

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

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 […]

An older couple discusses their plans with a corporate trustee.

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 […]

Toy house on table next to person using calculator

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 […]

Family looking over documents

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 […]