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 [...]
Estate Tax Mitigation and Asset Protection Best Practices
Estate tax mitigation is an essential strategy for individuals seeking [...]
Retained Enjoyment: Why Some Lifetime Transfers May Still Be Included in Your Taxable Estate
Many people assume that once they transfer property into a [...]
Inherited Retirement Accounts, the SECURE Act, and Why Your Plan May No Longer Work
Most people do not think of inherited retirement accounts [...]