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Home / Resources / Estates and Trusts
Estates and Trusts

Accounting, Payroll and Tax Tips, Advice and News

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Blog

Larry Stulen

June 16, 2022

4 Estate Planning documents your college-aged child should have

Does your college-aged child have a basic estate plan? In more cases than not, the answer is “no.” The good news is More

Blog

living will

Larry Stulen

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 More

Blog

Larry Stulen

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 More

Blog

Jill Hedman

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 More

Blog

Larry Stulen

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, More

Blog

Jill Hedman

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 More

Blog

Jill Hedman

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 More

Blog

Larry Stulen

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

Larry Stulen

January 10, 2022

Making funeral arrangements in advance can ease family turmoil after your death

It’s difficult for many people to think about their mortality, so it’s not surprising to learn that many put off More
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