You Might Consider Life Insurance
Life insurance trusts can be an important piece of an estate plan.
Beware of Super Sizing Your Wealth Transfer
As the sunset of the doubled (“bonus”) estate and gift exemption looms on the horizon, “right sizing” your estate planning is a critical piece of your wealth transfer strategy.
Best Laid Plans
Amidst the holiday season, some are realizing that “blending” families is a tall order.
What We Leave Behind
Some interesting thoughts on what it takes to successfully transfer family wealth (hint: it’s not all about the money).
When Statutes Collide
Beware the fraudulent conveyance.
What Are the Options?
Awards of stock options and similar equity interests in your company is a valuable benefit, but it is important to understand what you have.