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Insight on Estate Planning

The AP&S Trusts & Estates Blog

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Small Business Owners May Qualify For The Special Use Valuation Method

By Kristin N. Matsko, David T. Riedel and Kathryn S. Windsor on May 9, 2022

The need for estate planning is essential for small business owners who have most of their personal fortune tied up… Read More

Estate Planning Pitfall: You Don’t Have a Residuary Clause in Your Will

By David T. Riedel and Kathryn S. Windsor on November 30, 2021

You may spell out specific bequests in your will, such as giving your grandchild your prized collectibles or dividing up… Read More

Estate Planning Pitfall: You Haven’t Provided a Password List To Relatives

By David T. Riedel on May 26, 2021

If you’re like most people, you’ve probably encouraged your elderly relatives to list of all their assets and contact information,… Read More

Family Advancement Sustainability Trust: A Flexible Trust That Can Achieve Many Estate Planning Goals

By David T. Riedel on May 11, 2021

While, ultimately, you create an estate plan to meet technical objectives, such as minimizing gift and estate taxes and protecting… Read More

Attention Business Owners: It’s Time to Talk About Estate Planning

By David T. Riedel on March 9, 2021

If you’re a small business owner, you probably don’t have a minute to spare in your busy workday, especially if… Read More

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