5 Mistakes Made with Revocable Living Trusts (And How to Avoid Them)

Moving To No-Income Tax State Could Cost Your Heirs Bigtime

Minimize State-Level Estate Tax: Estate Planning Strategies

Estate Planning for a $6M Estate: Case Study of a Married Couple

When To Restate Your Living Trust

QTIP & Spousal Trusts: Once Essential, Now Optional?

Step-Up in Basis Lost? The Problem with Credit Shelter Trusts Today

Estate Planning for Couples: Outright vs. Spousal Trusts

Trust vs Will: Which One Handles Your Assets After Death?

Can You End A Trust Early?

Louisiana Small Succession Affidavit (Estates Under $125,000)

How To Access Trust Funds: HEMS Distributions

Outright Inheritance Could Backfire—Here’s Other Options

Should You Act Now In Anticipation of New Estate Tax Rules?

Three Ways To Leave Your Estate To Your Adult Children

Why Financial Advisors Should Participate in Estate Planning with Their Clients

Estate Tax Sunset: Setting The Record Straight

A 2-Minute Video for Holistic and Hands-On Wealth Managers

Why Many People Dismiss Using a Corporate Trustee

The Most Important Estate Planning Decision a Married Person Makes

Six Mistakes Living Trust Settlors Make

Six Estate Planning Mistakes People Make With Their IRAs

New 2024 Gift and Estate Tax Limits

Are Estate Planning Lawyers Needed Anymore?

Do Banks Freeze Joint Accounts?

Actions of Banks After Individual Account Owner Dies

How Large An Estate Do You Need To Justify Forming a Trust?

Headaches Involved in Trust Funding

How To Deal With A Bank Rejecting Your Power Of Attorney

What is Appropriate Trustee Compensation?