This article provides an insightful summary of the proposed estate tax changes contained in the Bernie Sanders tax bill. Spoiler alter: it is sweeping and would alter the estate planning landscape significantly. Move quickly if you wish to avoid its implications
Many families are finding that true legacy planning requires sharing vision and values with the next generations.
For those interested in establishing a private family foundation, here is an excellent overview of some of the potential traps for the unwary.
Trusts can accomplish many purposes. Here are just a few.