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How the Corporate Transparency Act May Impact Your Estate Plan

If you have an entity as part of your existing estate plan, you will need to make sure that you comply with the new law.

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Watch Out for Stolen Items in Your Loved One’s Estate

Proper estate planning can protect you from the risks of owning stolen property through due diligence and research.

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How Much Authority Does a Trustee Have Over the Stuff in My Trust?

As a fiduciary, a trustee must protect the trust’s investments and act in the best interests of the beneficiaries.

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What Is the Last Surviving Spouse Rule?

Minimizing estate taxes amidst losing a spouse can be difficult, let us help navigate these hard times with you.

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5 Good Reasons to Decant a Trust

5 Good Reasons to Decant a Trust Today, many estate plans contain an irrevocable trust that will continue for the benefit of a spouse’s lifetime and then continue for the benefit of several generations. Because trusts like these are designed to span multiple decades, it is important that they include ...

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Should You Share Your Estate Planning Details With Loved Ones?

Know that there are both advantages and disadvantages to revealing private information related to your estate plan with others.

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Do Not Leave Your Trust Unprotected: 6 Ways a Trust Protector Can Help You

Whenever changes occur, as they are bound to do, the trust protector has the power to modify the trust to carry out the trustmaker’s intent.

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Your Legacy: How Do You Want to Be Remembered?

Epitaph Day reminds us of life's impermanence and the need for securing one's legacy through estate planning.

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Assembling Your Own (Estate Planning) Team

With a proper team of professionals, you can feel secure, knowing that all facets of your future are being considered.

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Handling S Corporation Interests in Estate Planning

Depending on your estate planning goals as a small business owner, the advice may vary significantly from other businesses.

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