Managing your residuary estate -
Even with a comprehensive estate plan, it’s likely you’ll have some assets in a residuary estate. Like the sediment at the bottom of your glass after you finish a fine wine, an estate plan...more
Loan or gift?
Handle intrafamily transfers with care -
If you’re like most people, an important goal of estate planning is to provide financial assistance to your children or other loved ones, ideally at the lowest...more
Moving to another state?
Revisit your estate plan -
If you recently relocated to a new state — or you’re planning such a move — it’s a good idea to review and update your estate plan. You won’t have to throw out your...more
Sharing is caring -
How much should you tell your loved ones about your estate plan?
After you’ve created your estate plan, it’s important to consider how much information you should disclose to your loved ones about...more
Revocable trusts -
Don’t forget to fund the trust throughout your lifetime -
Many estate plans are built around revocable trusts (sometimes called “living trusts”). These trusts allow you to 1) avoid the time, expense...more