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The basics of basis: Basis planning can result in significant tax savings
Does a private annuity have a place in your estate plan?
Estate tax relief for family businesses
Estate Planning Pitfall: Your IRA owns real estate
Estate planning for young families: Flexibility is the key
Get smart when tackling estate planning for intellectual property
Avoiding undue influence claims
Estate Planning Pitfall: You’re planning to retire abroad
The Crummey trust: Still relevant after all these years
Now’s the time for a charitable lead trust
Good intentions: Don’t let asset transfers run afoul of the law
Estate Planning Pitfall: Watch out for IRA traps
Adapting to the times
Estate planning focus shifts to income taxes
International estate planning 101
When is the optimal time to begin receiving Social Security?
Estate Planning Pitfall: You don’t have a buy-sell agreement for your business
Boosting your estate planning power: How to “supercharge” a credit shelter trust
ABCs of HSAs: Learn how an HSA can benefit your estate plan
A family bank professionalizes intrafamily lending
Estate Planning Pitfall: Your documents are hard to find
The BDIT: A trust with a twist
Thanks, Grandma and Grandpa!: 3 estate-planning-friendly strategies to pay for a grandchild’s college education
Power of attorney abuse: What can you do about it?
Estate Planning Pitfall: You’ve chosen your executor hastily
State death taxes can be hazardous to your estate
Can portability help preserve retirement benefits?
Provide for family members with special needs using an SNT
Estate Planning Pitfall: Your estate plan leaves specific assets to specific heirs
To preserve your wealth, consider a DAPT
Estate planning for same-sex spouses: What the Supreme Court’s DOMA ruling means
Using an FLP or LLC? Beware the step transaction doctrine
Estate Planning Pitfall: A beneficiary designation or joint title overrides your will