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- Category: Estate Planning
- Category: Estate Planning
- Changing “Irrevocable” Trusts Through Decanting
- Conservation Easements Can Be a Good Solution
- Taxation of Nongrantor Trusts
- Tax Reporting with Trusts
- It’s Important to Have a Coordinated Estate Plan
- Dangers of Do-It-Yourself Estate Planning
- Revocable Trusts Are Not Always Treated the Same as an Individual
- Roth IRAs Can Be a Great Planning Strategy: Advanced
- Trust Distribution Standards May Be Very Broad
- Estate Planning Conference Discusses “For the 99.5% Act,” SECURE, and More
- ABLE Accounts Complement Special Needs Trusts
- Plan Now for the Incredible Shrinking Exclusion
- Use It Before It’s Gone
- The Role of the Estate Planning Attorney
- CRT: Best Tool for Proposed Tax Changes?
- Pandemic Relief for Employers
- Using Disclaimers to Achieve Client Goals
- How to Dispose of “Stuff”
- “Last Will and Testament” Origin
- Beneficiary Designations and the SECURE Act Basics
- Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries
- Dynasty Trusts
- Biden Administration Could Reduce Estate Tax Exclusion
- Joint Tenancy Problems in Estate Planning
- Tax Planning for 2021
- Updating Your Plan: Beneficiary Designations
- Updating Your Plan: Your Trust or Will
- Updating Your Plan: Powers of Attorney
- Fair Isn’t Always Equal and Vice Versa
- What’s an “Atom Bomb” or “Contingent Remainder” Beneficiary?
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- Making Trusts More Flexible
- When and Where You Die Matters
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