Key Legal Documents for Your Estate
What are the base-level documents to help manage your estate, and what are the more advanced materials? This article will outline the levels of estate management.
The Great Wealth Transfer
Baby boomers are preparing to pass nearly $70 trillion to their children. Creating an estate strategy will help you manage the process and prepare your family.
Will Estate Law Tax Change?
A window of opportunity was opened for estate strategies as part of the 2017 Tax Cuts & Jobs Act. However, that window will shut in less than three years unless Congress decides to act and extend the current rules.
