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FacebookThe Art of Estate Planning
An art collection is a special asset to account for in an estate plan It goes without saying that your art… Read More
Category: Last Will & Testament
Shh! This is a Silent Trust — Let’s Keep it Quiet
Generally, estate planning advisors recommend that you be upfront with family members about how you plan to divide your assets.… Read More
Consider All the Angles of Joint Ownership
Estate planners generally tout the virtues of owning property jointly — and with good reason. Joint ownership offers several advantages… Read More
Estate Planning Pitfall: You’ve Named the Wrong Executor
Maybe you thought that a member of your immediate family — perhaps your spouse or oldest child — would serve… Read More
Estate Planning Pitfall: A Significant Portion of Your Wealth is Concentrated in a Single Stock
It’s been said repeatedly: Don’t put all your eggs in one basket. Yet many individuals often disregard this adage. And… Read More
Breathe New Life Into a “Broken” Trust By Decanting It
Building flexibility into your estate plan using various strategies is generally advised. The reason is that life circumstances change over… Read More
The CARES Act Creates Charitable Tax Incentives
Many individuals incorporate charitable giving into their estate plans, providing assistance to their favorite charities while preserving sufficient assets for… Read More
Estate Planning Pitfall: You Haven’t Created a Road Map for Your Estate Plan
You’ve probably spent a lot of time creating documents for your estate plan, including a will, trusts and a power… Read More
Take the Proper Steps to Insulate Your Estate from Creditors
For years, you may have viewed estate taxes as the main threat to your family fortune, especially if you own… Read More
Make Your Thoughts Crystal Clear to Your Family
Generally, every estate plan requires a will, but this main attraction may be complemented by other documents, like a letter… Read More
