31st Aug 2017

> Regardless of an individual’s wealth, his or her wishes should be reflected clearly in properly executed estate planning documents. > Undue influence is often determined by circumstantial evidence.   > Proper planning and communication can reduce the likelihood of … more

1st Aug 2017

> Removing the counsel of experts rarely results in decreased costs and increased efficiency. > Each asset’s characteristics must be considered carefully when being transferred, whether it is due to divorce, planned giving or death. > Integrating your advisers allows … more

1st May 2017

One of the primary techniques used to reduce a person’s taxable estate is making gifts during his or her life to other individuals, usually children or grandchildren, using the annual gift tax exemption ($14,000 in 2017). An individual can make … more

2nd Apr 2017

> Is this about wine?  Unfortunately, no. > What does it mean to decant a trust?  Trust decanting is the process of pouring the assets of one irrevocable trust (the “original trust”) into a second irrevocable trust with more desirable … more