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At some point, many families find themselves opening closets, sorting through drawers, and deciding what to do with a lifetime of belongings. Family photographs, holiday decorations, furniture passed down through generations, and dishes saved for spe…
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A recent Wall Street Journal article highlighted increased IRS scrutiny of Grantor Retained Annuity Trusts, or “GRATs.” In one case reported in the article, the IRS is seeking $736 million in taxes and penalties from a couple, alleging that t…
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August is National Make a Will Month, marking a great reminder for many to create or update this critical document. Despite its importance, most adults still have not taken the steps to execute their own will. According to a recent survey, roughly 7…
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Most of our estate planning clients tell us they don’t want their estates to be subject to probate following their deaths. They’ve either experienced the probate process themselves or they’ve heard about it from others, and they know post-death…
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Your grandmother’s photo albums and bank statements sat in a box, waiting for someone to flip through them. Your own records live differently: photos, email, and increasingly your money locked behind a password only you know. Our lives used to…
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The importance of funding your trust. A trust agreement is essentially a contract containing terms for the management and distribution of assets transferred to the trust. A declaration of trust, on the other hand, is a list of assets transferred or t…
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For many Americans, retirement accounts like IRAs and 401(k)s represent a significant portion of their assets. Because of a historically high federal estate tax exemption, few Americans will face estate taxes after death. However, the true planning o…
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Graduation season is a time of excitement and pride. Families gather to celebrate milestones, and young adults prepare for their next chapter. Whether that means heading off to college, starting a job, joining the military, or pursuing other opportun…
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When Taylor Swift released her latest album, part of what stood out wasn’t just the music. It was how existing works and legacies were built into something new. In one track, Swift draws on George Michael’s “Father Figure.” Interpolating a so…
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Brand new this year, 530A Accounts (also known as “Trump Accounts”) are an innovative tool for families considering options for their kids’ financial futures and potential estate planning moves for themselves. These tax-deferred savings account…
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