Estate Planning Featured Should a married couple use a joint trust or separate trusts? Read More → Ensure you’re properly documenting your charitable donations Read More → Taking the long view of long-term care insurance Read More → Understand your spouse’s inheritance rights before getting remarried Read More → Making defined-value gifts may benefit your estate plan Read More → Achieve multiple estate planning goals with one trust: A CRT Read More → What are the duties of an executor? Read More → A real-life example of why a holographic will isn’t enough Read More → A spendthrift trust can act as a wealth preserver Read More → Estate planning for residential real estate with a qualified personal residence trust Read More → Filing a joint tax return for the year of a spouse’s death can be beneficial Read More → A power of appointment can provide estate planning flexibility Read More → Beware these 5 estate planning pitfalls Read More → A self-directed IRA can benefit your estate plan — but know the risks Read More → Undue influence claims may upend your estate plan Read More → An HSA can be a healthy supplement to your wealth-building regimen Read More → Assets with sentimental value may require more thoughtful planning than those with greater monetary value Read More → Making will revisions by hand is rarely a good idea Read More → Conservation easements are under IRS scrutiny Read More → When providing for your children, one trust may be better than two Read More → Can a split annuity strategy help you achieve a balance in retirement? Read More → Look it up: A glossary of key estate planning terms Read More → A living will is an important addition to your overall estate plan Read More → When one trustee isn’t enough, consider appointing a trust protector Read More → 4 ways to make an incentive trust more effective Read More → April 15 is the deadline to file a gift tax return Read More → Lines may blur when it comes to estate and family business succession planning Read More → Addressing your elderly parents in your estate plan in 5 steps Read More → See More Blog Posts
