There are real-life lessons to learn from Lucille Ball, including from a lesser-known episode involving her daughter and her widower’s second wife that provides important estate planning lessons about remarriage.

Too little estate planning can put your heirs in a bind and tie up your estate in time-consuming and costly probate litigation.

Gloria Vanderbilt was herself the beneficiary of a trust fund worth an estimated $2.5–$5 million in 1925, or around $35–$70 million today.

If you have significant wealth, things like estate, gift, and generation-skipping transfer (GST) taxes need to be discussed – and how they can impact your taxes.

Consider how the generation-skipping transfer (GST) tax could affect wealth transfer to your grandchildren and great-grandchildren.

it is important to understand the generation-skipping transfer (GST) tax and how it may affect your particular situation.

If you have significant wealth, one of the best ways to protect your family and transfer your wealth is through a dynasty trust.

On Valentine’s Day this year, you could try something different to show your love: Think about your estate plan and how you can protect and provide for your loved ones.

If you have significant wealth, you may be exposed to future estate tax burdens that must be acted on before the Tax Cuts and Jobs Act reduces the estate tax exemption in 2026.

The year 2026 is quickly approaching, bringing substantial changes that may affect your estate tax situation.

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