Estate Tax, Beneficiary Designations, Trustees

5 Reasons You Shouldn’t Wait to Make a Will

Bowditch & Dewey on 8/12/2025

August is National Make-A-Will Month, a timely reminder to create or update your will. Whether you’re establishing a career, raising a family, or accumulating assets, having a will in place ensures your loved ones are...more

[Webinar] Planning for Retirement Accounts that Outgrow Retirement - August 19th, 9:00 am PT

Lathrop GPM on 8/7/2025

Lathrop GPM attorneys Allie Itami and Sara Hire will walk through key legal and tax considerations that arise when retirement accounts grow beyond personal retirement needs. From alternative investments to estate tax...more

Do I Need an Estate Plan?

Jaburg Wilk on 10/17/2019

When You Hear the Term “Estate Planning”, Do You Think: “I don’t need an estate plan because I don’t have very much,” “My wishes are simple, I can just jot down what I need,” “I know someone who said they used a Will...more

Weathering the Storm: How to Get Your Affairs in Order

Ward and Smith, P.A. on 9/28/2018

I’m writing this in Wilmington, North Carolina at a time when many in this area still are struggling after Hurricane Florence. The weekend before the storm was bright and sunny. I would have rather gone to the beach, but...more

Estate Planning for Families with Children Who Have Special Needs

Farrell Fritz, P.C. on 4/14/2017

Estate planning for families who have children with special needs is similar to estate planning for families who do not have special needs children. From an estate tax perspective, the considerations do not differ. The key,...more

Wealth Management Update - February 2017

Proskauer Rose LLP on 2/4/2017

February Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts - The February § 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs...more