Recent News & Blog / Estate Planning
Fortify Your Estate Plan Against Undue Influence Claims
Of course, you expect the declarations in your will to be carried out, as required by law. Usually, that’s exactly what happens with wills.
The Tax Impact of the TCJA on Estate Planning
The massive changes the Tax Cuts and Jobs Act (TCJA) made to income taxes have garnered the most attention. But the new law also made major changes to gift and estate taxes.
Provide for Your Spouse, Then Your Kids, With a QTIP Trust
If you want to preserve as much wealth as possible for your children, but you leave property to your spouse outright, there’s no guarantee your objective will be met.