WEALTH TRANSFER ARCHIVE
Basics of estate planning
Building a dynamic estate plan
Choosing your executor and trustee
Choosing your trustee
Consider a private (family) foundation
Does an estate tax trap lie in wait?
Eight key questions about estate planning
Essential ingredients in estate planning
Estate planning for highly appreciated stocks
Estate planning strategies for your IRA
Family fairness: Ensuring a legacy of harmony
Family limited partnerships: The pros and cons
Fashioning a charitable gift: Creative ways of giving
Giving away your employee stock options
It’s never too late for estate planning
Myths about trusts
New estate plan for a new year
Of GRATs and GRUTs: Shifting assets within the family
Passing the baton and preserving the asset: Closely held business interests
Pets: Considering and estate plan?
Planning for gifts to grandchildren
Relocating? Revisit your planning
Revisiting your will
Succession planning for business owners
Tax-saving charitable trusts
Tax-saving transfers to children
Tax-wise gifts for loved ones
The hidden costs of estate settlement
The importance of life insurance in estate planning
The language of trusts
The language of wills
The new estate planning: Four essential documents
The Roth IRA advantage: A closer look
Transferring assets to a second spouse (and to children from the first)
Transferring the family home to your children
Transferring your assets: A checklist
Trusts: A matter of caring
Trusts for children
Understanding life insurance trusts
"Values-based" estate planning
Valuing your valuables: the IRS way
Wealth replacement trusts: Satisfying philanthropic and family goals
What are you worth? An estate estimator
When a child has special needs
Where should you keep your will?
Why make gifts in trust?
Will contests: A good offense is the best defense