Latest
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Debunking the Myth of the Silver Spoon
Just because your family is wealthy doesn't mean life's all smooth sailing for your kids. When family dynamics are complicated, communication is key.
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Inheritance, Simplified: How Assets Are Passed Down
Here's a breakdown of the logistics, including probate, taxes and who gets what if you die without a will.
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Want to Give Money to Your Adult Children? 10 Things You Should Know
It’s less taxing to give money to your adult children than you might think. A good plan can help you avoid certain pitfalls — and drama.
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Here's How to Find Your Way Out of the Inherited IRA Maze
To navigate complex rules on inherited IRAs and RMDs, start by breaking down key terms and common scenarios. A clearer picture of your next steps will emerge.
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This Trust Strategy Can Reduce Your Taxes Big-Time
Upstream basis planning can help younger wealthy people pay less taxes on highly appreciated assets if they appoint an aging relative as a trust beneficiary.
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Strengthen Your Family's Legacy Protection With a Beneficiary Controlled Trust
Few trusts provide this level of multigenerational asset protection.
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Could Political Arguments Ruin Your Estate Plan?
If you're arguing with loved ones over politics, consider taking a step back before cutting them out of your estate plan. The consequences could be serious.
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Choosing a Corporate Trustee: The Pros and Cons
The impartiality and dependability of a corporate trustee are key benefits, but some of the disadvantages could be deal-breakers.
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This Double-Dip Trust Benefit Really Is Too Good to Be True
Let's clear up the confusion among some trust makers and taxpayers over how grantor trust status affects the step-up in basis and estate tax exclusion.
