Estate Planning

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.

Featured
IRS Provides Gift Tax Reporting Relief for Sec. 530A Account Contributions
IRS Provides Gift Tax Reporting Relief for Sec. 530A Account Contributions
Read more →
Is a Joint Trust Better Than Separate Trusts? Not Necessarily
Is a Joint Trust Better Than Separate Trusts? Not Necessarily
Read more →
Proper Planning can Ease the Pain of the Probate Process
Proper Planning can Ease the Pain of the Probate Process
Read more →
Qualified Disclaimers Help Your Estate Plan Change with the Times
Qualified Disclaimers Help Your Estate Plan Change with the Times
Read more →
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
Read more →
Transfer Assets Tax Efficiently with a GRAT
Transfer Assets Tax Efficiently with a GRAT
Read more →
Does Your College-age Child Need an Estate Plan?
Does Your College-age Child Need an Estate Plan?
Read more →
Add Flexibility to Your Estate Plan with Powers of Appointment
Add Flexibility to Your Estate Plan with Powers of Appointment
Read more →
Estate Planning for Foreign Assets Requires Extra Attention
Estate Planning for Foreign Assets Requires Extra Attention
Read more →
What’s the Meaning of that Estate Planning Term?
What’s the Meaning of that Estate Planning Term?
Read more →
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
Read more →
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
Read more →
An ILIT has many Benefits, but Options are Available to Undo It
An ILIT has many Benefits, but Options are Available to Undo It
Read more →
How can an FLP Fit into Your Overall Estate Planning Strategy?
How can an FLP Fit into Your Overall Estate Planning Strategy?
Read more →
Accounting for Intellectual Property in Your Estate Plan
Accounting for Intellectual Property in Your Estate Plan
Read more →
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
Read more →
Does Your Estate Plan include a Living Will?
Does Your Estate Plan include a Living Will?
Read more →
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
Read more →
Play it Smart by Naming Co-executors
Play it Smart by Naming Co-executors
Read more →
When Should You Update Your Estate Plan?
When Should You Update Your Estate Plan?
Read more →
Increase Estate Planning Flexibility by Decanting an Irrevocable Trust
Increase Estate Planning Flexibility by Decanting an Irrevocable Trust
Read more →
Owning Real Estate in Multiple States can Negatively Affect Beneficiaries
Owning Real Estate in Multiple States can Negatively Affect Beneficiaries
Read more →
Are You and Your Spouse Considering Splitting Gifts?
Are You and Your Spouse Considering Splitting Gifts?
Read more →
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
Read more →
Leverage Your Gift Tax Annual Exclusion using a Crummey Trust
Leverage Your Gift Tax Annual Exclusion using a Crummey Trust
Read more →
Address Your Elderly Parents in Your Estate Plan in 5 Steps
Address Your Elderly Parents in Your Estate Plan in 5 Steps
Read more →
Making Health Care Decisions while You’re still Healthy Benefits You and Your Family
Making Health Care Decisions while You’re still Healthy Benefits You and Your Family
Read more →
Should You Own Assets Jointly with an Adult Child?
Should You Own Assets Jointly with an Adult Child?
Read more →
See More Blog Posts