Estate Planning

Now that the Democrats are in full control, here's a detailed look at the tax law changes they might propose and what advisors can do.

How can a trust be used to improve the beneficiary’s life?

Clients are increasingly on the move, here's some advice to give them before they start packing up.

Build it right or you’ll be walking on eggshells.

After a year like 2020 that’s presented so many unexpected challenges, end-of-life planning is top of mind for many.

Waiting for December to get serious about planning is stupid and dangerous.

There’s historically been no requirement to provide information to the federal government concerning the ownership of a company or other similar entity formed under local state law.

Unaware executors may be exposed to potential personal liability.

His family discovered thousands of Post-it notes with potential deals and financial commitments all over the walls at his Park City, Utah, mansion.