Category: Estate Planning

We Want to Draft Your Legacy

Will a QTIP Trust Work for a Blended Family?

June 3, 2021
A popular technique is to use a qualified terminable interest property (QTIP) trust.
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Why Is Billionaire Estee Lauder Heir Kicking Baby Mama Out of Mansion

June 2, 2021
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.
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What Does SLAT Mean in Estate Planning?

June 1, 2021
These spousal trusts are garnering attention as estate and gift tax exemptions are poised for overhaul.
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How to Avoid Basic Estate Planning Mistakes

May 31, 2021
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.
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What Does Tax Proposal Mean for Estate Planning?

May 28, 2021
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.
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What Is a POD Account?

May 27, 2021
Payable on death accounts can help streamline the process of transferring certain assets to loved ones, after you pass away.
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What Is the Main Purpose of a Trust?

May 26, 2021
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.
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Seven Items Medicare Doesn’t Cover

May 25, 2021
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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What Is Benefit of a Roth IRA at the Time of Retirement?

May 24, 2021
Although the Roth IRA is often touted for the unique combination of benefits it offers to retirement savers, some of its perks often go overlooked. Here are four that you should know about.
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What Is a Holistic Estate Plan?

May 21, 2021
No one can predict the future—and navigating that reality is precisely what makes estate planning so complicated.
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