Wealth Transfer
November 10, 2023
Intergenerational estate planning conversations yield good fruit for families. So why don’t more of them […]
December 29, 2022
Wealth Transfer Planning Amid High-Interest Rates Being the youngest of four children, I wore hand-me-downs […]
February 15, 2022
This article was originally published in February 2020. It was updated in February 2022, to […]
September 29, 2021
If you wish to maximize wealth transferred to a minor child or grandchild without having […]
August 13, 2021
Everybody knows big tax changes are coming. Nobody knows specifically what those changes will be. […]
July 10, 2021
Many years ago, my husband and I drafted our estate documents after our first child […]
February 26, 2021
Any change to the administration in the White House almost always brings change to tax […]
August 10, 2020
You’re finally ready to sit down with an attorney to have your will drafted but […]
Tax Sunset Looming: Is Your Estate Ready for 2026?