I Need to Probate What?
Dealing with death of a loved one involves grief, loss and the legal process. This article provides a good overview of what to expect on the legal and financial side of things.
Bringing Philanthropy Home
For many parents, cultivating philanthropy within their family is an important goal.
Building a Legacy
Is a Donor Advised Fund right for you?
And the Winner Is…
Avoid these top ten.
To File or Not to File (your 1041)?
As we approach the extended tax filing deadline, what are the options for reporting the income tax on grantor trusts?
Avoid These High Profile Mistakes
Avoid the final legacy of these celebrities, who failed to leave an estate plan in place for their heirs.