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Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession structure sooner rather than later. Let's take a look at

A Living Trust Primer

A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual

Caring for Aging Parents

Whatever your relationship with your parent has been, this new phase of life will present challenges for both parties. By treating your pare

And the Executor Is

Choosing the right executor can help ensure that the distribution of your assets may be done efficiently and with as little upheaval as poss

A Primer on Irrevocable Life Insurance Trusts

The ILIT owns a life insurance policy on the grantor’s life via the transfer of ownership of an existing policy, or through the grantor’s an

Revising Estate Strategy Assumptions

When the rules of the game change, tactics should follow in response to the new landscape. While estate tax exemptions have ridden an.....