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Home / Resources / Estates and Trusts
Estates and Trusts

Accounting, Payroll and Tax Tips, Advice and News

Learn something new when you subscribe to our podcast, e-invites to webinars, and interesting blog articles to help you navigate the financial landscape.

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Article

Jill Hedman

January 26, 2023

Business owners: Now’s the time to revisit buy-sell agreements

If you own an interest in a closely held business, a buy-sell agreement should be a critical component of your More

Article

Larry Stulen

November 3, 2022

Estate planning vocab 101: Executor and trustee

Among the many decisions you’ll have to make as your estate plan is being drafted is who you will appoint as the More

Blog

Larry Stulen

September 22, 2022

Deducting a trust’s charitable donations

If you’re charitably inclined, it may be desirable to donate assets held in a trust. Why? Perhaps you’re not ready More

Blog

Larry Stulen

August 4, 2022

You shouldn’t amend a will yourself

Let’s assume you have a legally valid will but you’ve decided that it should be revised because of a change in your More

Blog

Larry Stulen

July 14, 2022

Estates now have an additional three years to file for a portability election

Portability allows a surviving spouse to apply a deceased spouse’s unused federal gift and estate tax exemption More

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
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