While experiencing the joy on your grandchild’s face when they open a new doll or new race car is immeasurable, it is not uncommon to want to leave more substantial and meaningful gifts to your grandchildren.

Most parents have carefully considered what values they want to instill upon their children, but you may not realize that establishing a trust can allow you to essentially parent from beyond the grave.

There is no substitute for the guidance and support you can provide for your child. However, you may be surprised to learn that there are ways to guide them, even in your absence.

A flawed estate plan has the potential to breed conflict, mistrust, and financial turmoil among your beneficiaries in several ways.

As summer approaches and open waters beckon, it is important to consider a unique aspect of estate planning that can often be overlooked—your boats and watercraft.

Your relationship with your parents and with your own children is important for several reasons, including developing an effective estate plan.

Estate plans remain effective as long as they accurately reflect a client’s circumstances and current state and federal tax law.

Etiquette can play a role in estate planning – a well-crafted estate plan ensures that your wishes are respected and that your loved ones are taken care of.

Considering the ongoing issues faced by First Republic Bank, we would like to provide further clarity, specifically with respect to coverage limits for revocable trust accounts.

Test your tax knowledge with our short quiz!

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