Blended families bring unique dynamics and considerations to the realm of estate planning. As couples... [Read more...]
Legacy Planning vs. Estate Planning: Understanding the Differences
When it comes to planning for the future, many people focus on traditional estate planning... [Read more...]
Can the Beneficiary of My Life Insurance Policy Be a Trust?
For many people, life insurance is an integral tool in their estate planning arsenal. If... [Read more...]
Are Your Digital Assets Included in Your Estate Plan?
When you create your estate plan you should make a written list of all the... [Read more...]
What Is a QTIP Trust?
Creating a comprehensive and cohesive estate plan often entails the inclusion of tools and strategies... [Read more...]
How Tax and Non-Tax Considerations Impact Estate Planning – Part I
Estate planning often focuses on taxes at the federal level and often overlooks issues that... [Read more...]
How Tax and Non-Tax Considerations Impact Estate Planning – Part II
People often believe that Estate Planning is a “simple” process designed only for those whose... [Read more...]
The Joy in Joint Trusts
Joint trusts offer clients many benefits both during life and after death. Those with joint... [Read more...]
Contemplating Marriage? Be Sure to Protect Your Assets
If you are planning to marry soon, now is the time to think about protecting... [Read more...]
Planning for the International Client
As the world shrinks due to increased mobility and interconnectedness, estate planning has become more... [Read more...]
Trust Administration Basics for the First-Time Trustee
Ideally, when a Settlor (the creator) of a trust agreement appoints a Trustee, they discuss... [Read more...]
What Advantages Do Trusts Provide?
Many people feel as though trusts are only useful for the wealthiest people. It is... [Read more...]
