Estate Planning Featured Stepped-Up Basis Rules Can Ease the Income Tax Bite of an Inheritance Read More → Estate planning Q&A: Guardianship Read More → Estate Planning for Residential Real Estate with a Qualified Personal Residence Trust Read More → Estate Planning for Non-U.S. Citizens Requires Extra Care Read More → What Happens if You and Your Siblings Inherit your Parents’ Home? Read More → Contributing to a Roth 401(k) Plan may Help Achieve Estate Planning Goals Read More → It may be in Your Best Interest to File a Gift Tax Return Read More → Single and Child-Free? Here’s Why Estate Planning is Still Crucial Read More → Business Owner? A Buy-Sell Agreement Should be Part of Your Estate Plan Read More → A Power of Appointment Can Provide Estate Planning Flexibility Read More → Do You Have the Right Amount of Life Insurance Coverage? Read More → 5 Questions Single Parents Should Ask About their Estate Plans Read More → A Revocable Trust Can be a Versatile Tool in Your Estate Plan Read More → Have You Prepared an Advance Health Care Directive? Read More → Should a married couple use a joint trust or separate trusts? Read More → Achieve Multiple Estate Planning Goals With One Trust: A CRT Read More → The Ins and Outs of Relocating Your Trust to a Tax-Friendlier State Read More → Leaving specific assets to specific heirs may lead to unintentional outcomes Read More → 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 → See More Blog Posts
