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January 26, 2023
Article
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 MoreBlog
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 MoreBlog
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 MoreBlog
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 MoreBlog
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 MoreBlog
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
