Estate Planning Blog

If you’re planning to give your children a financial head start, or support a charitable cause that you’re passionate about, you will need to keep the annual exclusion for gift taxes in mind.

People who die without a will can leave a thicket of probate problems for loved ones.

US Supreme Court justices appeared skeptical of an estate’s bid to challenge its $1 million tax deficiency on the grounds that the IRS overvalued the decedent’s redeemed stock.

Elder law is emerging as part of a holistic estate plan to address medical, financial and incapacity issues as we age. This article examines elder law, the increasing necessity for attorneys in this field and where it fits in estate planning.

Succession planning is elemental for small business owners, much like estate planning is for anyone with assets. Owners should have a plan ahead of retirement if they become incapacitated or pass away unexpectedly.

We look at the latest research findings offering valuable insights into the inheritance trends impacting today’s and tomorrow’s estate planning strategies.

The clock is ticking on the expiration, or sunset, of the 2017 Tax Cuts and Jobs Act, which nearly doubled the lifetime estate and gift tax exemption from its previous levels.

Learn how to protect assets and become eligible for Medicaid with practical strategies, while avoiding questionable methods.

Learn about three types of trusts specifically for wealthy individuals to prepare for the 2026 estate tax exemption: Domestic Asset Protection Trust (DAPT), Special Power of Appointment Trust (SPAT), and Spousal Lifetime Access Trust (SLAT).

Similar in function to an individual or family trust that owns assets and property, a business trust holds business ownership rights and assets.