Health Matters
Don’t overlook these important health care documents.
New Year Checklist
It’s not too late to consider this comprehensive checklist for estate planning in the “new year.”
“Intentionally What???”
Intentionally Defective Grantor Trusts (IDGTs) have been a favored estate planning strategy for years. This article helps explain why.
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.