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Want to Give the Kids an Early Inheritance? 4 Things to Consider

Filed under Estate Planning Blog, Gifting, Inheritance | By

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If you’re thinking about giving your children their inheritance early, you’re not alone. Studies suggest that these days, nearly two-thirds … Read More

What do successor trustees and executors do?

Filed under Estate Planning, Estate Planning Blog, Wills vs. Trusts | By

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Executor’s Duties An executor, sometimes called a personal representative, is the person who is named in a will, appointed by … Read More

Now That Tax Reform is Here, is Estate Planning Still Necessary?

Filed under Estate Planning, Estate Planning Blog, Taxes | By

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The new tax legislation raises the federal estate tax exemption to $11.2 million for individuals and $22.4 million for couples. … Read More

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