Estate Planning

A recent court case has ordered that the terms of a living will be adhered to.

Gain a deeper understanding of the conditions of allowing a beneficiary access to trust assets.

Understanding loans as a gift tax with your estate planning.

Owners of small businesses need to schedule an early conference with their estate planning advisors to assess the impact of this decision on their planning.

Remember to check your beneficiary designations or consult with an estate planning lawyer before it's too late.

Planning for spouses and children of multiple marriages can be complicated. Professional implementation and supervision will be beneficial.

A trust created to obscure responsibility for income taxes is held to be void.

Planning doesn’t eliminate the chance of controversy, but it improves the odds of success.

Some conditions set for receiving a bequest may be enforced by a court, even if they are difficult or unpleasant.

Writing a new will just before surgery is not a great idea, nor is rewriting it during the rehab.

Chuck Feeney provided billions of dollars anonymously, promoted lifetime giving, and founded Giving Pledge. Feeney, the most remarkable philanthropist no one ever heard of, has died.

Substantial compliance was held sufficient to alter an insurance beneficiary designation.