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Review Older Estate Plans for Formula Funding Clause

The gift and estate tax exemption is higher than it’s ever been, so older plans that may have a "Formula Funding Clause" should be reviewed for needed updates. Here's a closer look...

April 2019 Market Recap

The US economy surprisingly surged in the first quarter, largely dispelling fears that market volatility and the prolonged government shutdown would cause a recession. US 1Q GDP grew at a 3.2% pace...

Estate Planning for Single Parents

The percentage of US children living with an unmarried parent has risen from 13% in 1968 to 32% in 2017. As a single parent, certain aspects of your estate plan should be examined.

College Financing as Part of Your Estate Plan

The rising cost of college makes it critical for families to plan carefully, and in many cases grandparents want to play a role. As you consider financing, consider the effects on your estate plan...

How to Safeguard Assets for You and Your Heirs

Protecting assets from creditors is a critical aspect of estate planning, but you need to think about your heirs' creditors as well as your own. A spendthrift trust can help. Let's take a look...

Art Donations as a Part of Your Estate Plan

Charitable giving is a key part of estate planning for many people. If you have a collection of valuable art and are charitably minded, consider donating one or more pieces to receive tax deductions..

Investment Overview: 1st Quarter 2019

Financial markets stabilized in the first quarter of 2019 following a turbulent end to 2018. Markets seemed relieved in the Fed’s pivot to a more dovish stance....

March 2019 Market Recap

With the Federal Reserve's pivot to a more dovish stance, financial markets showed signs of stabilizing in March after strong returns in January and February dissipated December 2018 market losses.

Funding Your Living Trust is the Key to Unlocking its Benefits

Revocable trusts offer significant benefits, including asset management (in the event you become incapacitated) and probate avoidance. But the benefits aren't available if you don’t fund the trust.

Create a Road Map for Your Estate Plan

In addition to your legal documents, it's wise to create a “road map” — an informal letter or other document that guides your family in understanding and executing your Estate Plan.