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Left Out of Your Parent’s Estate Plan? What You Need to Consider
Many members of the next generation are banking on a sizable inheritance as part of an unprecedented intergenerational wealth transfer ...
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How to Pick a Trustee, Executor, and Agent under a Power of Attorney
While the term fiduciary is a legal term with a rich history, it generally means someone who is legally obligated ...
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Should Your Child’s Guardian and Trustee Be the Same Person?
If you have overheard any estate planning discussions, you have likely heard the words “guardian” or “trustee.” In estate planning, ...
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CLIENT ALERT:  Changes to the Gift and Estate Tax are Coming
Current Law: The Tax Cuts & Jobs Act, enacted in 2017 and effective for years 2018 through 2025, more than ...
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