Best Practices for Trust-Owned Life Insurance

Special Trust Provisions Add Flexibility to Transfer Tax Reduction Strategies

Four Reasons It’s The Perfect Time to Focus on Your Estate Plan

Maximizing The Power Of Gifting

Commonly Used Terms: Trusts as Estate Planning Solutions

IRS Releases 2022 Inflation-Adjusted Estate and Gift Tax Amounts

Tax Relief and Other Benefits of Life Insurance in Dynasty Trusts

American Families Plan: Capital gains and repeal step up in, estate tax changes out . . . for now

Gifting: A Strategy to Minimize Transfer Taxes

Trust Modifications: Innovative Techniques for Outdated Instruments