Gifting to Benefit Minor Children

/ By: IjazRafi

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For most families, especially those with considerable assets, gifting is a great way to reduce their taxable estate while providing even greater benefits for minor children.

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Next Generation Planning for Your Family Business

/ By: academy

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Many business owners spend so much time working in the business on day-to-day tasks that they forget to ask one essential question: "What will happen to my business after I'm gone?" Most family-owned businesses fail...

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DOMA’s Impact on Estate Planning for LGBT Couples

/ By: academy

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Many in the LGBT community and nationwide are celebrating the Supreme Court’s rulings in U.S. v. Windsor and Hollingsworth v. Perry. What questions do these rulings raise, and how will they affect your estate plan?...

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Proper Planning Protects Your Vacation Home

/ By: academy

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Your vacation home is a source of countless cherished family memories, and you may want to keep the property in the family, for your children and grandchildren to enjoy even after you’re gone. However, without...

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Fair Does Not Always Mean Equal

/ By: academy

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It’s something you figure out early in your role as a parent: treating your children fairly does not always mean treating them exactly equally. The fair vs. equal dilemma extends far beyond the days of...

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How to Include Service Providers in your Estate Plan

/ By: academy

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We typically have several companies or individuals who provide important services in our day-to-day life. Would your Trustee know who to contact in order to make sure everything from your home to your medical care...

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