Estate Planning

Help your clients make decisions based on their circumstances.

How to stave off unexpected consequences.

Integrating financial capital requires a holistic perspective.

Addressing long-terms needs can be a challenge.

Paul Newman’s daughters sue the Newman's Own Foundation, alleging contributions to their designated charities were improperly reduced.

Tax evasion scheme versus legitimate planning strategy.

Hey, who’s shifting my paradigm?

A beneficial and flexible strategy.

Gail Cohen shares how holding a 529 plan in a dynasty trust can safeguard a client’s funds from income tax and maximize savings for beneficiaries.

Christopher P. Woehrle discusses two recent cases that illustrate the need for carefully documented pledge agreements and bequest intentions.