Estate Planning

Saying goodbye to a loved one is heartbreaking. Making final arrangements can be overwhelming, and knowing what you are allowed to do to fulfill your loved one's wishes is important — but it can also be confusing.

Grantor Retained Annuity Trusts (GRATs) ­are a mechanism by which wealthier individuals and couples can transfer appreciating assets to their heirs and minimize gift or estate taxes.

Over the course of the pandemic, FEMA has stepped up to assist in covering funeral expenses for Americans who have died from COVID-19 and whose families may be struggling to pay to bury their lost loved ones.

Following the death of a family member, you may find yourself needing to sort through many possessions accumulated over the deceased’s lifetime. An estate sale is one way to distribute, quickly and efficiently, those items that you do not want...

If you want to pass money to future generations without having it subject to gift and estate taxes, then a dynasty trust may be right for you. Families often benefit from avoiding estate and gift taxes. ...

Unfortunately, not all families get along. If you are having problems with one of your children, you may not want them to benefit from your estate. There are several strategies for dealing with an estranged child in your estate plan.

Collecting art or other valuable items can be a passion for many people. Once you have accumulated a sizable collection, what do you want to happen to it after you pass away?  ...

Parents usually want to leave their children equal shares of their estate, but equal isn’t always fair. If you plan to provide more (or less) for one child in your estate plan, preparation is important.

An intentionally defective grantor trust allows wealthy families to transfer assets from one generation to the next while achieving significant tax savings. IDGTs are especially if assets significantly appreciate. ...