Estate Planning
October 15, 2024
Fifteen months remain until certain provisions of the Tax Cuts and Jobs Act expire on […]
August 22, 2024
As I write this article, my family and I are on an American Airlines flight […]
June 20, 2024
The abundance of speculation about where the estate tax exemption will land in 2026 leaves […]
March 21, 2024
“I think it’s in a red notebook, or maybe it’s a burgundy one?” Dad said […]
November 10, 2023
Intergenerational estate planning conversations yield good fruit for families. So why don’t more of them […]
July 17, 2023
Growing up the youngest of three siblings, I had many opportunities to develop an early […]
December 29, 2022
Wealth Transfer Planning Amid High-Interest Rates Being the youngest of four children, I wore hand-me-downs […]
July 29, 2022
Originally Published June 2017, Updated July 2022 The original version of this article described the […]
Do I Still Need My SLAT?