The simplicity and complexity of Portability often creates unintended consequences. Let's discuss how to steer clear of traps for the unwary and antic...
Let’s face it, most people will not owe estate tax in the current estate tax environment. With an estate tax free amount of $12 million for individu...
Planning for a family’s transfer of their wealth, plans for incapacity, and executing on those plans can be a significant challenge for both clients...
Selecting the right executor or trustee is a big decision facing everyone creating an estate plan. Putting some thoughtful consideration into the choi...
One of the greatest feelings for parents or grandparents in life is the ability to share one’s wealth with children or grandchildren. It can also be...