Estate Planning Blog

A revocable living trust only works as intended if it’s properly funded. This means transferring assets like bank accounts and...

Explore these year-end charitable giving strategies — from donating appreciated securities and making Qualified Charitable...

A Revocable Living Trust (RLT) is a flexible estate planning tool that can help you manage assets, control how and when wealth is...

Suppose you own property you intend to transfer to your loved ones. Perhaps you are considering giving your children an ownership...

Intergenerational estate planning meetings help high net worth families foster open communication, promote unity, educate younger...

While a will directs how your assets are distributed through the court system, a living trust allows you to avoid probate,...

There are many legal reasons why you would want to create a trust, including to avoid the probate process and setting rules for...

You probably take your car in for regular tune-ups, but what about your estate plan? All too often, people develop an estate plan...

If you have minor children, choosing a guardian and setting up a trust are two of the most important steps you can take to...

As we head into the fall, discussions about federal tax legislation are ramping up in Washington D.C. Sweeping estate tax changes...