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Protect and provide for beneficiaries and choose a living trust

Why Choose a Living Trust?

As you research your estate planning options, you’re sure to hear a lot about living trusts. In recent years, the ...
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Photo of estate tax return documents

New Basis Reporting Requirements

The IRS has long held that some taxpayers were cheating the system, claiming a low value for an asset on ...
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Estate planning tools for persons with disabilities

A New Planning Tool for Persons with Disabilities

Persons with disabilities have been seeking a way to save for college, medical equipment and health care expenses, and retirement ...
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How to avoid probate for privacy, costs, challenges and other reasons

What’s the Big Deal about Probate Avoidance?

Are you curious what Jacqueline Kennedy Onassis, universally regarded as one of the world’s most private women, did with her ...
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