Estate Planning

A new way to fund a revocable trust?

Annual charitable contributions topped $335.17 billion in 2013,1 with 98.4 percent of high-net-worth (HNW) households making charitable donations.2 Charitable giving accounted for 2 percent of the U.S. gross domestic product3 and is projected to...

What to consider before taking on the trustee role

The legal issues fiduciaries need to consider

Consider the value and best way to transfer these assets

Goals-based portfolio solutions can lead to better outcomes

Eco-friendly burial options are legal in every U.S. jurisdiction

It’s never too early to get a jump start on estate planning for your clients and their kids. When the children turn 18 is an excellent starting point for estate planning for several reasons, both legal and practical...

State’s refusal to give tax credit ruled unconstitutional in Comptroller v. Wayne

A recent sentencing reminds us of the need for these rules