Estate Planning

If you want to pass money to future generations without having it subject to gift and estate taxes, then a dynasty trust may be right for you. Families often benefit from avoiding estate and gift taxes. ...

Unfortunately, not all families get along. If you are having problems with one of your children, you may not want them to benefit from your estate. There are several strategies for dealing with an estranged child in your estate plan.

Collecting art or other valuable items can be a passion for many people. Once you have accumulated a sizable collection, what do you want to happen to it after you pass away?  ...

Parents usually want to leave their children equal shares of their estate, but equal isn’t always fair. If you plan to provide more (or less) for one child in your estate plan, preparation is important.

An intentionally defective grantor trust allows wealthy families to transfer assets from one generation to the next while achieving significant tax savings. IDGTs are especially if assets significantly appreciate. ...

In most states, spouses can purchase and own property separately. However, in community property states, if one spouse purchases property, it belongs to both spouses for estate and tax planning purposes.

If your spouse has passed away, you are likely coping not only with trauma and grief, but also a lengthy list of difficult decisions. You may even find yourself having to decide whether (or when) to sell the home you...

Running a small business can keep you busy, but it should not keep you from creating an estate plan. Not having a plan in place can cause problems for your business and your family after you are gone.  ...

Sports fans with season tickets may want their families to enjoy the tickets after they are gone, but passing on these tickets is not always simple.  ...