Trusts, like everyone else, pay taxes when they earn income or sell capital assets for a profit. The tax liability,…
People often visit us and ask about using a trust to protect assets in the event they go to a…
Last year we wrote about qualified longevity annuity contracts, sometimes referred to as QLACs. On July 19, 2024, the IRS…
People regularly ask us whether they should use a trust to protect assets in case they go to a nursing…
The following video clips are from Berkshire Hathaway Annual Meetings where Warren Buffett fielded questions regarding estate planning: 2013 Annual…
From time to time, I read "ruminations" published by David E. Hultstrom. Along with Anitha Rao, David is the co-founder…
Sean McKissick, a probate litigation attorney, recently wrote "the sad truth is that there is no impregnable suit of armor…
On July 26, 2023, Investmentnews.com released a story titled “Our glass is half empty” — why your clients are worried.…
A recent article in Kiplinger, How To Avoid Aretha Franklin and Prince's Estate Planning Errors, discusses the Estates of James…
A recent article in Kiplinger says Saving for Retirement Isn't Enough: You Need a Wealth Plan. But haven't we all…