Article
December 28, 2023
Article
March 30, 2023
Do your loved ones a favor by creating a “road map” to your estate plan
No matter how much effort you’ve invested in crafting an estate plan, your will, trusts and other official MoreArticle
March 2, 2023
Have you recently reviewed your life insurance needs?
Once upon a time, life insurance played a much larger part in an estate plan than it does now. Why? Families would MoreArticle
February 23, 2023
To file or not to file a gift tax return, that is the question
If you made gifts last year you may be wondering if you need to file a gift tax return. The short answer: There are MoreArticle
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 MoreArticle
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
