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Whether you already have an estate plan or you have been putting off putting a plan in place, the start of a new year is always a good time to re-examine your goals and needs. While there have not been any significant legal developments that are likely to have a […]
Each year, we publish numerous articles on the topic of estate planning. Here are 10 of our top articles from 2018: 1. Gathering the Information You Need to Get Started The estate planning process begins with gathering the information you will need in order to ensure that your plan is […]
When the world lost Aretha Franklin on August 16, one of the more-surprising stories to make headlines was the fact that she did not have an estate plan. While many of the details of the administration of Franklin’s estate are likely to remain private, with an estimated net worth of […]
Preparing an estate plan is important regardless of your age, wealth and medical condition. While becoming incapacitated due to an illness or injury or dying without an estate plan will leave your loved ones mired in uncertainty, putting a plan in place will minimize the burden on your family while […]
The generation-skipping transfer (GST) is among the least-understood and most underutilized tools available for estate planning. When used properly, a GST not only provides a safe way to bequeath assets to future generations, but can also provide tax benefits that can save substantial sums – particularly for large estates. What […]