Estate Planning Featured Can a split annuity strategy help you achieve a balance in retirement? Read More → Look it up: A glossary of key estate planning terms Read More → A living will is an important addition to your overall estate plan Read More → When one trustee isn’t enough, consider appointing a trust protector Read More → 4 ways to make an incentive trust more effective Read More → April 15 is the deadline to file a gift tax return Read More → Lines may blur when it comes to estate and family business succession planning Read More → Addressing your elderly parents in your estate plan in 5 steps Read More → Take care of a loved one who has special needs with a special needs trust Read More → 4 good reasons to turn down an inheritance Read More → Comparing inter vivos and testamentary trusts Read More → A power of attorney is a critical component of an effective estate plan Read More → Pay attention to securities laws when planning your estate Read More → Have you made and communicated your funeral arrangements? Read More → Higher interest rates spark interest in charitable remainder trusts Read More → Naming a guardian is critical for parents of young children Read More → Owning assets jointly with a child may not be the right estate planning strategy Read More → Two estate planning documents working in tandem: A living trust and a pour-over will Read More → Consider providing your beneficiaries with the power to remove a trustee Read More → Keeping a trust a secret may not achieve the outcome you’d expect Read More → An art collection is a special asset to account for in an estate plan Read More → Are you considering moving to a new state to minimize estate tax? Read More → What are the pros and cons of custodial accounts for minors? Read More → Life insurance can be a powerful estate planning tool for nontaxable estates Read More → Did your spouse’s estate make a portability election? If not, there may still be time. Read More → To avoid confusion after your death, have only an original, signed will Read More → Avoiding probate: How to do it (and why) Read More → Yes, you still need an estate plan even if you’re single, without children Read More → See More Blog Posts