Our Blog

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

Filed under Estate Planning Blog, Gifting, Inheritance | By

inheritance and gifting 91024

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

family estate planning 91024

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


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

Page 1 of 7212345...102030...Last »