Planning for Beneficiaries Who May Not Be Ready to Inherit
Not every beneficiary is ready to receive an inheritance outright. [...]
Should You Name a Corporate Trustee in Your Estate Plan?
Many trusts work well on paper until someone has to [...]
Estate Tax Liquidity Planning for Illiquid Wealth
A family may have substantial wealth on paper and still [...]
Asset Protection Planning Before There Is a Creditor Problem
Most people do not think about asset protection until something [...]
Estate Planning for Families With Property in More Than One State
Owning property in more than one state can create planning [...]
When Equal Inheritances Are Not the Same as Fair Inheritances
Many parents begin estate planning with a simple assumption: everything [...]
Why Beneficiary Designations Can Undermine a Carefully Drafted Estate Plan
Many people assume their will or trust controls what happens [...]
Why Wealth Planning Should Be Reviewed Before a Business Sale
For many business owners, the sale of a company represents [...]
Can Fixing a Trust Trigger a Gift Tax?
Families often want to change old trusts for good reasons. [...]
Directed Trusts: Why Dividing Trustee Duties Requires Careful Documentation
Modern trusts often divide responsibility among several people or institutions. [...]