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Estate Planning

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How To Use Estate Planning To Prepare For Biden

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The start of the Biden administration and a Democratic Congress means tax changes are inevitable, a Tiedemann executive said.

Former Trustee Who Embezzled $600,000 From Family Trusts Pleads Guilty

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Kevin Brill of Massachusetts used some of the stolen money to buy a vacation home in Vermont, prosecutors said.

The Important New Roles Of Life Insurance In Estate Planning

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Three recent developments present new and important roles for life insurance in estate planning.

Accounting Wiggle Room Will Help Clients Meet New PPP2 Requirements

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Businesses have greater accounting flexibility to qualify for a second round of forgivable financing.

Millennials, It's Time To Talk Estate Planning With Your Parents

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It’s not an easy subject to raise, but best to be proactive before an emergency hits.

Covid-19 Puts Wills, Estate Plans In Spotlight

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Many investors would prefer to sidestep direct conversations about their estate plans, according to a Wells Fargo survey.

Ed Slott's Seven Best Year-End Tax Planning Strategies For 2020

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Time is running out this year to offer clients these tax-related benefits.

Why A SLAT Can Be A Good Tax Planning Tool

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A qualified estate planning attorney should be consulted to implement a wealth planning strategy that includes SLATs.

Intellectual Property In Life And Death

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The type of mess surrounding Prince’s estate doesn’t happen just to the rich and famous.

Our House

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When clients are considering living in a multigenerational home, there are some issues that need to be discussed.

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