How Did Olivia Newton-John Plan Her Estate?
Olivia Newton-John would have celebrated her 74th birthday on September 26. The Cambridge-born star earned millions for her efforts in music and entertainment, and a staggering final act of charity saw Newton-John’s family splitting their inheritance with her charities.
Are You Ready for 2026?
Because once 2026 arrives, many of the tax adjustments that were part of the 2017 Tax Cuts and Jobs Act (TCJA) are expected to expire.
Why are Trusts a Good Idea?
Whether you are trying to protect your assets from possible creditors, prevent young heirs from spending their inheritance or minimize estate taxes, there is likely a trust for you.
What Jackie Kennedy Knew about CLATs and Estate Planning
Jacqueline Kennedy Onassis will long be known for many superlative distinctions: an internationally beloved former first lady of the United States, one of the most influential contributors to the restoration and preservation of the White House and a peerless cultural icon.
Who Inherits Queen Elizabeth II’s Fortune?
Is Prince Charles III the sole heir of Queen Elizabeth’s fortune?
The Most Important Part of Estate Plan Is Planning for Life
Does a person need a Power of Attorney document if that person already has a Last Will and Testament (‘Will’)? It is a good question.
Are Trusts a Useful Tool?
One type of trust, the qualified perpetual trust, can be used to pass assets down to your beneficiaries, decade after decade.
Does the Way I Title My Assets Have an Impact on My Estate?
The way in which assets are titled can be vital.
How to Plan in a Time of Uncertainty
Pandemics, inflation, rising interest rates, war in the Ukraine—uncertain times indeed! And yet, in the world of estate planning, almost every change in the zeitgeist offers its own suite of planning opportunities and applicable techniques.
Create a Legacy With Your IRAs
Maximize the impact of your legacy and make sure it supports the people and causes that are most important to you.
