Estate Planning

Advisors should assume clients will live to at least 90 when they set up retirement plans using insurance and investment products

Will they increase in the future?

Advance care planning may help prevent conflicts

Throughout a large majority of my 35-year career as a trusts and estates lawyer, formula-based estate planning for spouses was common. Spouses’ wills or revocable trust instruments would frequently provide that, at the death of the first of...

Family meetings are an effective way to get in front of controversial topics and create a needed discipline for the family to make important multi-generational decisions

Three simple ways advisors can help with this effort

An overview of changes that took effect July 1, 2014

It only took 20 years

Does this action create excess business holdings, UBTI, and self-dealing?

Quantifying the financial advantages of marriage