All articles in Estate Planning Strategies

Looking a Gift Horse in the Mouth: Qualified Disclaimer can be a Powerful Estate Planning Tool

Section 529: Financial aid for your estate plan

Sizing up a FIT: Tailor a family incentive trust to meet your needs

Estate planning red flag: Most of your wealth will pass through beneficiary designations

What to do with the collectibles? Addressing personal property in an estate plan

An Air of Uncertainty: The Roth 401(k) may be good for your Estate Plan, but will it last?

Prepaid tuition strategy gets passing grade from IRS

The Future of Estate Planning – As Laws Change, Focus Shifts to Income Tax, State Taxes

Keeping Private Matters Private – 5 Ways to Structure Your Assets to Avoid Probate

A Net Gift Can Save You Big Money in Gift Tax