Charitable Planning in a Wealth Transfer Strategy
For families that already support charitable organizations and causes, philanthropy [...]
Estate Planning for Concentrated Wealth in One Asset
A family can have substantial wealth without having much flexibility. [...]
Estate Planning When Children Are Not in the Family Business
For many business owners, the company is both a source [...]
Estate Tax Liquidity Planning for Illiquid Wealth
A family may have substantial wealth on paper and still [...]
Estate Planning for Families With Property in More Than One State
Owning property in more than one state can create planning [...]
Why Beneficiary Designations Can Undermine a Carefully Drafted Estate Plan
Many people assume their will or trust controls what happens [...]
Can Fixing a Trust Trigger a Gift Tax?
Families often want to change old trusts for good reasons. [...]
Trust Situs and State Tax: Why Location Still Matters in Estate Planning
Many families assume that if they move to another state, [...]
Old Trust Tax Formulas: Why Your Estate Plan May Need an Update
Many older estate plans were drafted using old trust tax [...]
Why Old Trusts Should Be Reviewed Before They Create Problems
A trust does not stop aging just because it was [...]