Aug 16 Aug 16 Addressing long-term care costs with a tax-qualified LTC insurance policy Michael Lee More: Estate Planning
Aug 2 Aug 2 Provide for family members with special needs using an SNT Alicia Kaneshiro More: Estate Planning
Jul 19 Jul 19 Double duty giving with charitable gift annuities Alicia Kaneshiro More: Estate Planning
Jul 12 Jul 12 21st century estate planning accounts for digital assets Alicia Kaneshiro More: Estate Planning
Jul 5 Jul 5 Basis consistency rules may come into play if you’re administering an estate or inheriting property Alicia Kaneshiro More: Estate Planning
Jun 21 Jun 21 A SLAT offers estate planning benefits and acts as a financial backup plan Alicia Kaneshiro More: Estate Planning
Jun 14 Jun 14 Fortify your estate plan against undue influence claims Michael Lee More: Estate Planning
May 31 May 31 Naming a minor as beneficiary of a life insurance policy or retirement plan can lead to unintended outcomes CGO More: Estate Planning
May 17 May 17 If charitable giving is part of your estate plan, consider a donor-advised fund CGO More: Estate Planning
May 10 May 10 Your original will: Does your family know where to locate it? CGO More: Estate Planning
Apr 12 Apr 12 What estate planning strategies are available for non-U.S. citizens? CGO More: Estate Planning