June 7, 2021 •
Estate Planning ![]()
Most people should have a will, but it's rarely the most significant estate planning document that an individual will hold.
Read MoreJune 4, 2021 •
Estate Planning ![]()
Digital assets are part of your legacy. It’s important to plan for how you want them to be managed after you’re gone.
Read MoreJune 3, 2021 •
Estate Planning ![]()
A popular technique is to use a qualified terminable interest property (QTIP) trust.
Read MoreJune 2, 2021 •
Estate Planning ![]()
Billionaire Estee Lauder heir William Lauder wants his baby mama evicted from the $7 million mansion he gave her in the Bel Air neighborhood of Los Angeles.
Read MoreJune 1, 2021 •
Estate Planning ![]()
These spousal trusts are garnering attention as estate and gift tax exemptions are poised for overhaul.
Read MoreMay 31, 2021 •
Estate Planning ![]()
In some cases, estate planning can be quite simple. In others, it can be a complex process with far-reaching consequences. In either case, it is important to review your wishes and have the proper documents prepared to ensure that they are followed at your death.
Read MoreMay 28, 2021 •
Estate Planning ![]()
Wealthy families could face combined tax rates of as much as 61% on inherited wealth under President Joe Biden’s tax plan, according to a recent analysis.
Read MoreMay 27, 2021 •
Estate Planning ![]()
Payable on death accounts can help streamline the process of transferring certain assets to loved ones, after you pass away.
Read MoreMay 26, 2021 •
Estate Planning ![]()
Before you decide to put your home in an irrevocable trust, it is important to have a basic understanding of what you are doing and why.
Read MoreMay 25, 2021 •
Estate Planning ![]()
Medicare covers the majority of older Americans’ health care needs — from hospital care and doctor visits to lab tests and prescription drugs.
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