Estate Planning

November 10, 2023

Thoughtful Intergenerational Conversations May Yield Fruit for Your Family

Intergenerational estate planning conversations yield good fruit for families. So why don’t more of them […]
July 17, 2023

Fair But Not Equal: Addressing Unequal Inheritance for Heirs

Growing up the youngest of three siblings, I had many opportunities to develop an early […]
December 29, 2022

Hand-Me-Downs and Split-Interest Gifts

Wealth Transfer Planning Amid High-Interest Rates Being the youngest of four children, I wore hand-me-downs […]
July 29, 2022

Estate Planning Update: Portability Filing Relief

Originally Published June 2017, Updated July 2022 The original version of this article described the […]
February 15, 2022

It’s Almost Time to Clear the Clutter

This article was originally published in February 2020. It was updated in February 2022, to […]
October 29, 2021

Are you Prepared?

Death can be a sensitive and often avoided topic of conversation. We don’t know when […]
August 13, 2021

Tax Changes Looming?

Everybody knows big tax changes are coming. Nobody knows specifically what those changes will be. […]
July 10, 2021

Do I Need a Revocable Trust?

Many years ago, my husband and I drafted our estate documents after our first child […]
February 26, 2021

Reduce Your Estate: Wealth Transfer Planning

Any change to the administration in the White House almost always brings change to tax […]