Leaving your IRA to a Charitable Remainder Unitrust can benefit your heirs and your preferred charity

If you have substantial assets in your IRA (or other qualified plan account), leaving this asset to your children or other family members can create many headaches. First, it can create a significant tax burden under the current distribution rules. Also,

Gift tax reporting for transfers to Irrevocable Trusts

Gift tax reporting for transfers to Irrevocable Trusts

The impact of changing interest rates on estate planning strategies

While inflation has since trended downward, the Fed has kept the Federal Funds Rate elevated.

Estate planning with cryptocurrency is fraught with hidden pitfalls

How will potential changes in the estate tax impact my planning?

Having “The Talk” with your family

Timely ideas

Having “The Talk” in uncertain times

Keeping up on your estate plan: Stop, check-in, take inventory

Financial planning tips

Be prepared during uncertain times

Now you can have greater flexibility and control in your estate plan

It helps to have a trustworthy advocate in your corner

How to start putting together an estate plan