Is a “House Trust” Right for You?
What is a QPRT? And why is it getting more attention in the estate planning arena lately?
We Need to Talk
Though these discussions can be difficult to broach, they are nonetheless important to have.
What Not To Do
There are lessons abounding in these stories of high profile estate planning mistakes.
High Stakes Adoption
Real life “Succession” plays out in dramatic fashion with heir to Hermes fortune.
Tick Tock
The clock is ticking on the expiration of the doubled (or “bonus”) gift/estate tax exemptions. Now is the time to begin your planning to moving wealth out of your estate.