Tax Privacy Wills, Trusts, & Estate Planning

Read need-to-know updates, commentary, and analysis on Tax issues written by leading professionals.
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Insight on Estate Planning - February/March 2012

In This Issue: - Does your trust need a protector? - Privacy, please! Keep family matters out of the public eye by avoiding probate - Consider a “stretch” to maximize and preserve IRA benefits - Estate Planning...more

Two Basic Estate Planning Documents That Everyone Should Have

Two estate planning documents that everyone should have, which can be effective any time during your lifetime, not just after death....more

Transferring Your Family Business to Your Children

Transferring a family business to the next generation can provide a family a wonderful way to keep the business in the family. But the tax consequences can be catastrophic unless steps are taken to minimize, or avoid, the...more

Two Basic Estate Planning Documents

Everyone should consider having, at the very least, two (2) basic estate planning documents. Here's why.....more

Three Compelling Reasons to Establish Your Estate Plan

There are at least three good reasons to establish your estate plan now. Here they are.....more

Have a Lotto Trust in your Lawyer?

Exploring the benefits of setting up a lottery trust to protect the privacy of winners....more

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