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In Estate Planning, Your Values Can Play a Key Role

Parents who want to maintain some control over an inheritance and promote their values after they’re gone can leave a portion, or all, of their estate in further trust. Originally published on June 27, 2023 Being a parent of five independently minded and...


Trust Provisions Addressing Substance Use Require Flexibility

Parents fearing substance abuse by their beneficiaries can include instructions aimed at deterring addictive behavior and blocking the potential misuse of funds. Originally published on May 23, 2023 For many years, parents leaving substantial wealth...


When Estate Planning, Don’t Let Mistakes Thwart Your Wishes

Should you work with an attorney to write your will, or can you do it yourself? That depends on a number of things, including where you live. Originally published on February 21, 2023 When someone has trained and worked in a profession for many years, it...


Charitable Giving Strategies for Not-as-Wealthy Donors

High-net-worth charitable giving could decline for years because of high inflation, so charities look to highlight tax-savvy options for average investors. Originally published on February 9, 2023 Dave Smith, CEO and founder of Heaton Smith Group, writes...


Divorcing a Trustee: Do You Need a Prenuptial?

For any corporate trustee you choose, there should be some minimum requirements, and it’s best to check its reputation ahead of time to find out if its trust relationships end amicably. Originally published on December 5, 2022 There are many reasons that...


How Community Property Trusts Can Benefit Married Couples

Getting a step-up in basis when each spouse dies can be a big tax advantage, one that has not been available to those who live in common-law states. However, it may now be – through a community property trust. Originally published on September 18, 2022...


End of Life Planning Checklist

One of the most loving gifts you can give to your family is to put your affairs in order before a disaster or medical emergency. Although having your estate planning documents and letter of instruction in place will not lessen the grief the surviving spouse feels, it...


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