A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
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Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
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Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
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3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
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Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
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4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
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Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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