Estate, Gifts, & Trust Planning Choosing a Guardian If you have minor children, choosing a guardian to care for them should you and your spouse die unexpectedly is...
Trust Planning Naming a trustee: It’s one of the most important decisions of your life Trusts are appealing for many reasons. They can enable you to hold and transfer assets for beneficiaries, avoid...
Trust Planning Make your charitable contributions count under the TCJA The Tax Cuts and Jobs Act (TCJA) will likely reduce the tax benefits of your charitable contributions....