Basics of estate planning
Building a dynamic estate plan
Choosing your executor and trustee
Choosing your trustee
Consider a private (family) foundation
Eight key questions about estate planning
Essential ingredients in estate planning
Estate planning is not “one size fits all”
Estate planning strategies for your IRA
Family fairness: Ensuring a legacy of harmony
Fashioning a charitable gift: Creative ways of giving
Giving away your employee stock options
In crisis: life-and-death decisions
Is it time to review your beneficiary designations?
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 an estate plan?
Planning for gifts to grandchildren
Practical benefits of living trusts
Relocating? Revisit your planning
Revisiting your will
Should you be a bank?
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 of the first)
Transferring your assets: A checklist
Trusts—A matter of caring
Trusts for children
Understanding life insurance trusts
Understanding the role of your executor
“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