A Crummey trust provides a key tax benefit of an outright gift without some of the downsides. Although the mechanics can seem technical, the concept is str...
When creating or updating your estate plan, it’s important to address your elderly parents with both clarity and sensitivity. If you provide financial su...
Integrating health care decisions into your estate plan is important because it ensures they are thoughtful, informed and reflective of your values. When y...
Owning assets with your adult child as “joint tenants with right of survivorship” may seem like a simple way to streamline your estate plan. Ho...
For many, the primary reason for creating an estate plan is to ensure their assets are passed on to family members according to their wishes. But when it c...
As the year draws to a close, it’s a great time to revisit your gifting strategy — especially if you want to transfer wealth efficiently while minimizi...
A living trust is one of the most versatile estate planning tools available. It offers a streamlined way to manage and transfer assets while maintaining pr...
Planning for the end of life is never easy, but including your funeral and memorial wishes in your estate plan can relieve a major burden from your loved o...
A qualified terminable interest property (QTIP) trust can be a valuable estate planning tool if you have a blended family. In such families — where one o...
Making sure your family will be able to locate your estate planning documents when needed is one of the most important parts of the estate planning process...
