November 5, 2021 •
Estate Planning 
Would your loved ones have necessary access to your bank accounts after you die to help carry out your last wishes and handle arrangements?
Read MoreOctober 26, 2021 •
Estate Planning 
Digital assets have been around for quite some time. However, they seem to be dominating headlines again this year. In part, you can thank high-profile figures, such as Elon Musk, for promoting cryptocurrency, or music artist Grimes for selling $6 million in NFTs.
Read MoreOctober 12, 2021 •
Estate Planning ![]()
Inheriting an IRA from a parent has a unique set of rules you need to know, which will help you make the most of the money you inherit and avoid a tax-time surprise.
Read MoreSeptember 23, 2021 •
Estate Planning ![]()
The Tax Cuts and Jobs Act raised the federal estate tax exemption considerably. Before the tax reform law, it was $5.49 million per person for 2017. It's up to $11.7 million for 2021 ($23.4 million for a married couple).
Read MoreAugust 13, 2021 •
Estate Planning ![]()
Trust funds are not just for the ultra-rich. These sophisticated estate-planning tools can make just as much sense for middle-class Americans who own a home and have a net worth of at least $100,000.
Read MoreAugust 2, 2021 •
Estate Planning ![]()
If you have a mortgage, you might worry about what that means for your heirs and loved ones. Will they be able to keep your home, and who will be responsible for paying for it?
Read MoreJuly 7, 2021 •
Estate Planning ![]()
Probate survives as a procedure originally implemented by the King of England to protect his citizens from themselves and their greed.
Read MoreJune 15, 2021 •
Estate Planning 
Americans have been living through a ‘golden age’ of estate planning, but it’s coming to an end, says one consultant to ultra-high-net-worth families and family offices.
Read MoreMay 24, 2021 •
Estate Planning ![]()
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.
Read MoreMay 17, 2021 •
Estate Planning 
The estate tax exemption raised by the Tax Cuts and Jobs Act will sunset in five years—possibly sooner, as the new Congress gears up for a Biden tax overhaul.
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