Estate Planning Blog

Planning Today for What Matters Tomorrow

FMD's estate planning insights cover trust, gift, and wealth transfer strategies to help individuals, families, and business owners protect what they have built and plan thoughtfully for the future.

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As a Single Parent, You Need an Estate Plan that Achieves these Key Objectives
As a Single Parent, You Need an Estate Plan that Achieves these Key Objectives
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Have Concerns About A Beneficiary Mismanaging an Inheritance? A Spendthrift Trust May Be the Answer
Have Concerns About A Beneficiary Mismanaging an Inheritance? A Spendthrift Trust May Be the Answer
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IRS Provides Gift Tax Reporting Relief for Sec. 530A Account Contributions
IRS Provides Gift Tax Reporting Relief for Sec. 530A Account Contributions
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Is a Joint Trust Better Than Separate Trusts? Not Necessarily
Is a Joint Trust Better Than Separate Trusts? Not Necessarily
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Proper Planning can Ease the Pain of the Probate Process
Proper Planning can Ease the Pain of the Probate Process
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Qualified Disclaimers Help Your Estate Plan Change with the Times
Qualified Disclaimers Help Your Estate Plan Change with the Times
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A Trust Protector can help Ensure that Your Trust will Fulfill Your Goals
A Trust Protector can help Ensure that Your Trust will Fulfill Your Goals
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Transfer Assets Tax Efficiently with a GRAT
Transfer Assets Tax Efficiently with a GRAT
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Does Your College-age Child Need an Estate Plan?
Does Your College-age Child Need an Estate Plan?
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Add Flexibility to Your Estate Plan with Powers of Appointment
Add Flexibility to Your Estate Plan with Powers of Appointment
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Estate Planning for Foreign Assets Requires Extra Attention
Estate Planning for Foreign Assets Requires Extra Attention
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What’s the Meaning of that Estate Planning Term?
What’s the Meaning of that Estate Planning Term?
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If You’re Charitably Inclined, Your Estate Plan Can Benefit from a Donor-Advised Fund
If You’re Charitably Inclined, Your Estate Plan Can Benefit from a Donor-Advised Fund
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More Than Just 0s and 1s: Accounting for Digital Assets in Your Estate Plan
More Than Just 0s and 1s: Accounting for Digital Assets in Your Estate Plan
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An ILIT has many Benefits, but Options are Available to Undo It
An ILIT has many Benefits, but Options are Available to Undo It
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How can an FLP Fit into Your Overall Estate Planning Strategy?
How can an FLP Fit into Your Overall Estate Planning Strategy?
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Accounting for Intellectual Property in Your Estate Plan
Accounting for Intellectual Property in Your Estate Plan
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Your Health Savings Account and Your Estate Plan: What You Need to Know
Your Health Savings Account and Your Estate Plan: What You Need to Know
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Does Your Estate Plan include a Living Will?
Does Your Estate Plan include a Living Will?
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April 15 isn’t only the Income Tax Return Filing Deadline, it’s also the Gift Tax Return Filing Deadline
April 15 isn’t only the Income Tax Return Filing Deadline, it’s also the Gift Tax Return Filing Deadline
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Play it Smart by Naming Co-executors
Play it Smart by Naming Co-executors
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When Should You Update Your Estate Plan?
When Should You Update Your Estate Plan?
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Increase Estate Planning Flexibility by Decanting an Irrevocable Trust
Increase Estate Planning Flexibility by Decanting an Irrevocable Trust
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Owning Real Estate in Multiple States can Negatively Affect Beneficiaries
Owning Real Estate in Multiple States can Negatively Affect Beneficiaries
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Are You and Your Spouse Considering Splitting Gifts?
Are You and Your Spouse Considering Splitting Gifts?
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Take Steps to Help Ensure Your Estate Plan Won’t be Challenged after Your Death
Take Steps to Help Ensure Your Estate Plan Won’t be Challenged after Your Death
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Leverage Your Gift Tax Annual Exclusion using a Crummey Trust
Leverage Your Gift Tax Annual Exclusion using a Crummey Trust
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Address Your Elderly Parents in Your Estate Plan in 5 Steps
Address Your Elderly Parents in Your Estate Plan in 5 Steps
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