Twenty Tips for Planning at the Eleventh Hour

Jun 13, 2016

This gallery is an adapted and abbreviated version of the authors’ original article in the June issue of Trusts & Estates. For more information, watch the archived webinar on this topic.

How 2016 Election May Affect Estate Planning

Jun 10, 2016

The results of the presidential and congressional races could impact GRATS and taxes

Clearing Up Common Estate Planning Misconceptions

Jun 10, 2016

For many people, the hardest part of determining how assets will be distributed after death is sifting through estate planning terminology and documentation. Help your clients get started on their estate plans by reviewing these three basic...

Beware of Willful Non-Compliance With U.S. Filing and Reporting Requirements

Jun 08, 2016

How to avoid landing in hot water with the IRS

Massachusetts Moves to Impose Surtax on High-Income Taxpayers

Jun 06, 2016

This step could have planning and national implications

The University of Louisville President’s Multiple Roles: A Conflict of Interest?

Jun 02, 2016

A loan from the school to its foundation raises some eyebrows

Ten Mistakes to Avoid in Managing Assets for Estates

May 31, 2016

The Perils of Outright Distributions and Gifts

May 31, 2016

Murphy’s Law applies itself with surprising vigor in the estate planning field. If your clients are leaving outright, no-strings-attached inheritances or gifts to their beneficiaries, they are practically inviting disaster. But, there&rsquo...

Next-Gen Family Business Leaders Raise the Bar

May 24, 2016

Recent survey shows positive mindset and higher expectations than ever

Protect Accumulated Assets and Inheritances From the Costs of Long-Term Care

May 18, 2016

Workable solutions to enable Medicaid benefits to become available