Blog
June 16, 2022
Blog
May 23, 2022
Consider Creating a Living Will
A living will can help ensure your last medical wishes are carried out According to a University of Pennsylvania MoreBlog
April 25, 2022
Understanding the terms of health care directives
Estate planning experts usually cite the need to include advance health care directives in a comprehensive estate MoreBlog
March 24, 2022
Power up your trust with Crummey powers
The unified gift and estate tax exemption is set at an inflation-adjusted $12.06 million for 2022, up from $11.7 MoreBlog
March 21, 2022
A beneficiary designation or joint title can override your will
Inattention to beneficiary designations and jointly titled assets can quickly unravel your estate plan. Suppose, MoreBlog
March 8, 2022
Clarity Counts when it Comes to Estate Planning Documents
Precise language is critical in wills, trusts and other estate planning documents. A lack of clarity may be an MoreBlog
February 14, 2022
Donor-advised Fund: A powerful vehicle for charitable giving
If charitable giving is important to you, consider a donor-advised fund (DAF). A DAF — typically sponsored and MoreBlog
February 7, 2022
The 2021 Gift Tax Return Deadline is Almost Here
April 18, 2022, is the deadline for filing your federal income tax return. Keep in mind that the gift tax return More
January 10, 2022
