Estate & Wealth Transfer Planning Insights

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“Thanks, but no thanks.” If you expect to receive an inheritance from a family member, you might want to use a qualified disclaimer to refuse…

As a result of the current estate tax exemption amount ($12.06 million in 2022), many people no longer need to be concerned with federal estate…

Gift splitting can be a valuable estate planning tool, allowing you and your spouse to maximize the amount of wealth you can transfer tax-free.…

Estate tax planning can become complicated when multiple parties are involved. For example, you may be concerned about providing assets to a…

The unified gift and estate tax exemption is set at an inflation-adjusted $12.06 million for 2022, up from $11.7 million for 2021. This means…

Precise language is critical in wills, trusts and other estate planning documents. A lack of clarity may be an invitation to litigation. An example…

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