26 Aug Strategize Your Year-End Trust & Estate Planning
As we are more than halfway through 2024, now is the time to start thinking...
27 Nov How should I plan charitable gifts as we approach year-end? Through my estate plan?
My client is charitably inclined. How should I be advising her as we approach the...
13 Oct I have a family business, but only one of my children is active in the business. How can we handle that?
Many clients own family businesses. Succession and estate planning for those businesses can involve many...
08 Sep Why should I engage in planning now? Nothing is going to change, and the exemption is so high!
Practitioners are quite aware that in 2026 the Federal estate and gift, estate and GST...
07 Aug How Can My Trust Help My Kid Buy a House?
It is fairly common for a client to ask how an irrevocable trust might help...
25 Jul Gift Tax Returns: An Important Planning Step
With the federal estate tax exemption currently at $12.92 million per U.S. person, individuals have...
20 Jul I’m Buying Life Insurance; Do I Really Need A Trust And If So What Kind?
A client is buying life insurance, do they really need to set up an irrevocable...
12 Jul I’m buying life insurance, do I really need a trust, and if so what kind?
A client is buying life insurance, do they really need to set up an irrevocable...
13 Mar MY IRREVOCABLE TRUST HAS BEEN PAYING STATE INCOME TAX FOREVER. IS THERE ANY WAY TO AVOID STATE INCOME TAX?
State income taxes can be onerous. Rates can reach 14%+ and the effects of a...
17 Feb I HAVE A GRANTOR TRUST AND AM TIRED OF PAYING THE INCOME TAX ON TRUST INCOME. WHAT CAN I DO?
In case you missed it, watch part one of our Estate Planning webinar series that...
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