ESTATE PLANNING Basis Consistency Rules May Come Into Play If You’re Administering An Estate Or Inheriting Property 24 July 2018 When it comes to tax law changes and estate planning, the substantial increases to the gift and estate tax exemptions under the Tax Cuts...
ESTATE PLANNING Naming A Minor As Beneficiary Of A Life Insurance Policy Or Retirement Plan Can Lead To Unintended Outcomes 12 July 2018 A common estate planning mistake is to designate a minor as beneficiary — or contingent beneficiary — of a life insurance policy or...
ESTATE PLANNING Don’t Overlook Securities Laws when Planning your Estate 18 June 2018 For a variety of estate planning and asset management purposes, many affluent families hold their assets in trusts, family investment vehicles or charitable foundations. If assets...
ESTATE PLANNING A Total Return Unitrust Can Help Maintain Family Harmony 6 June 2018 A traditional trust can sometimes create a conflict between the lifetime and remainder beneficiaries. For example, investment strategies that provide growth that benefits remainder...
ESTATE PLANNING Is Charitable Giving A Part Of Your Estate Plan? Then Potentially Consider A Donor-Advised Fund. 30 May 2018 If you’re fortunate enough to be able to afford to make sizeable gifts to charitable causes, you realize the personal gratification that your...
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