Estate & Wealth Transfer Planning Insights

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Once a relatively obscure concept, “income in respect of a decedent” (IRD) may create a surprising tax bill for those who inherit certain…

Inattention to beneficiary designations and jointly titled assets can quickly unravel your estate plan. Suppose, for example, that your will…

One goal of estate planning is to avoid or minimize probate. This is particularly important if you own real estate in more than one state. Why?…

The need for a will as a key component of your estate plan may seem obvious. You’d be surprised by the number of people — even affluent individuals…

Are you considering a move to another state when you retire? Perhaps you want to relocate to an area where your loved ones live or where the…

Valuation and estate planning go hand in hand. After all, the tax implications of various estate planning strategies depend on the value of your…

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