Moving to another state?
Revisit your estate plan -
If you recently relocated to a new state — or you’re planning such a move — it’s a good idea to review and update your estate plan. You won’t have to throw out your...more
Revocable trusts -
Don’t forget to fund the trust throughout your lifetime -
Many estate plans are built around revocable trusts (sometimes called “living trusts”). These trusts allow you to 1) avoid the time, expense...more
How planning can minimize the impact of income taxes -
Until recently, estate planning strategies generally focused on removing as much wealth as possible from one’s estate to avoid the bite of federal estate tax....more