Estate Planning Blog

Learn the steps and key terms for trust creation and administration from asset selection to drafting with an attorney to the trustee's financial and administrative obligations.

Over the past few years, there have been several private letter rulings of taxpayers essentially begging the IRS to allow them to file a late (or extremely late) IRS Form 706 to elect portability.

While discussing end-of-life wishes can be difficult, working with your attorney to draft a will should be a top priority. However, far too many of us avoid this task.

Inheriting a house is a process that should begin well before a parent dies. While discussing end-of-life topics can be uncomfortable, the conversations must happen before it’s too late.

An irrevocable trust must be carefully funded, structured and managed to achieve both asset protection and tax planning.

The Hilton family trust contest has valuable estate planning lessons for everyday Americans to follow. Learn from Barron Hilton.

The law doesn’t always cater to diverse family structures. Those who live as extended families, as part of same-sex couples, or other families need to pay special attention to estate planning.

The Stretch IRA isn’t what it used to be. However, a Charitable Remainder Trust could be the right way to secure your family's future.

For people nearly or newly retired, who potentially still have decades ahead for their assets to compound and grow, estate taxes are a huge concern.

Learn from Elvis Presley’s estate planning mistakes and see how a comprehensive plan can help protect your family's legacy and minimize future conflicts.