Category: Estate Planning

If your assets include unregistered securities, such as restricted stocks or interests in hedge funds or private equity funds, you must consider the securities laws that could affect various estate

If your goal is to pass on as much of your wealth as possible to family and friends, asset protection is essential when estate planning. To achieve this, you need

If your college-aged child is home for the holidays, now may be an ideal time for both of you to consult with an estate planning attorney and create an estate

You’ve likely invested a considerable amount of time, effort, and resources into creating an estate plan aligned with your objectives and wishes. However, if your family is unaware of the

As the holiday season nears, you may be considering giving stock or cash presents to your family and loved ones. Utilizing the annual gift tax exclusion allows you to reduce

For those considering a strategy to combine philanthropy with lifetime income, the Charitable Remainder Trust (CRT) emerges as an option. Within the framework of CRTs, individuals can benefit from a

If you have young children, you’ve already thought a lot about raising your kids, ranging from their school and activities to their religious upbringing. But have you thought about who

A frequently overlooked element in estate planning involves the option to prearrange funerals. Thinking about mortality can be challenging for many individuals, leading them to postpone the consideration of their

To make sure a trust works the way you want it to, it’s important to choose a trustee you can count on to follow your instructions. However, to prevent long

When completing your estate plan, it should (at the very least) include a legally valid will outlining the disposition of assets upon your death. But a comprehensive estate plan often