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Why You Need Two Kinds of Power of Attorney Documents

November 13, 2023

Power of Attorney documents are often an afterthought when someone thinks about their estate plan.

Estate Planning

What are Primary Testamentary Estate Planning Documents?

November 10, 2023

When someone dies, one of the first questions the attorney will ask is what primary estate planning instrument the decedent had in place.

Estate Planning

Why Your Will Is Just One Part of an Estate Plan

November 8, 2023

Those beneficiary forms you filled out years ago can supersede your other estate plans.

Estate Planning

How Does an Inheritance Trust Work?

November 6, 2023

Inheritance trusts take on critical importance in wealth management, particularly for multi-generational families.

Estate Planning

Estate Planning and Tax Planning for Business Owners

November 3, 2023

This article will explore key considerations and actionable insights for business owners to reduce their tax burden, protect their assets and facilitate a smooth wealth transition.

Estate Planning

Do I Have to Pay Taxes on Trusts?

November 1, 2023

Trust distributions might be taxable, with the tax liability potentially varying based on factors, such as the type of trust, the kind of distributions and a beneficiary’s tax bracket.

Estate Planning

What Happens When the Second Parent Passes?

October 30, 2023

However, settling the second spouse's affairs was more complex, even with advance planning. Everything from wills to banking to tax returns became more complicated.