When we’re young we all have big plans for that nebulous future in which we will have all the time and money in the world to do what we want. No more work, or kids, or responsibilities. It’s a fantasy of living like a kid again except...
Three exceptions to the Uniform Trust Code’s 5-year ultimate repose provision suggest that a trustee may not be home free from liability
The problems with the Obamacare rollout had one consequence that few anticipated
Should you recommend your clients get critical illness insurance? In many ways, it’s an emotional, rather than financial, decision.
If a qualified terminable interest property election isn’t necessary to reduce an estate tax liability to zero, it can be treated as null and void
Hartley Goldstone discusses positive stories from beneficiaries and trustees.
The Religious Freedom and Marriage Fairness Act offers new estate-planning opportunities
When extrinsic evidence shows a grantor’s contrary intent