Beneficiaries

February 22, 2026
One hundred dollar bills.

Understanding Inheritance Taxes: What You and Your Beneficiaries Need to Know

Understanding the tax implications of different inherited assets can help you structure your estate to minimize your beneficiaries' tax burden…
February 23, 2025

Estate Planning During Divorce: Lessons from Shannen Doherty’s Legacy

The July 2024 passing of beloved Gen X actress Shannen […]
May 15, 2019

4 Critical Estate Planning Tasks to Complete Before Going on Vacation

Going on vacation entails lots of planning: packing luggage, buying […]
September 10, 2018

Before Agreeing to Serve as Trustee, Carefully Consider the Duties and Obligations Involved—Part 2

Last week, we shared the first part of this series […]
August 30, 2018

Before Agreeing to Serve as Trustee, Carefully Consider the Duties and Obligations Involved—Part 1

If a friend or family member has asked you to […]
June 21, 2018

7 Reasons to Consider a Trust for Your Family

Do you consider trusts to be instruments of the wealthy?  […]