Estate Planning Articles

It takes no planning to leave an inheritance, you just have to pass away owning something. However, most wealthy families are more interested in leaving a legacy, which does require significant thought and planning. The Dilemma John has worked his entire life to achieve success in both his p...

Wealthy individuals who’ve completed their estate plans may consider the job done. But estate planning is a journey, not a destination. So many factors — personal, financial, and political — can change over time and challenge the effectiveness of even the best-constructed estate plan. That’s why it’...

Grantor trusts have long been a valuable estate planning tool because they allow affluent individuals to separate assets for estate and income tax purposes. But a recent legislative proposal would have radically changed how these trusts could be used, effectively eliminating their tax shelter benefi...