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.
How Do I Store Advance Directives & Estate Planning Documents?
A common dilemma that families face upon the incapacity or death of a loved one is locating estate planning documents. While preparing the documents are the most important step, that is irrelevant if the documents are lost when they most need to be used.
Is Your Estate Plan Ready for Tax Changes?
There are useful estate planning vehicles that take advantage of current historically high federal exemptions, while providing flexibility to adapt and modify those plans based upon future events or tax law changes.
Do You Want to Be an Executor?
Only you know your capacity and willingness to serve, or the degree of need expressed by the person asking you. However, it should help to know first that if you do decide to accept, there can be help out there and second there are standard procedures and practices you can follow.
