Decanting: How to Fix a Trust That Isn’t Getting Better With Age

September 25, 2015 10:23 pm

What Does It Mean to “Decant” a Trust? Wine lovers know that the term “decant” means to pour wine from one container into another in order to open... (more)

IRS Signals Intent to Issue New Regulations That Will Limit Valuation Discounts on Family Business Entities

September 16, 2015 11:16 pm

The IRS recently signaled that it may be ready to issue new regulations that will affect valuation discounts on family business entities by early September.  In this article... (more)

What’s Hot in Estate Planning Right Now May Surprise You

September 2, 2015 1:39 pm

Estate planning has truly evolved over the past 20 years. Gone is the uncertainty about federal estate taxes and the absolute requirement for married couples to use complex... (more)

Yes, Your Family Needs Asset Protection Planning

August 19, 2015 5:05 pm

If you’re like most people, when you hear “estate planning” or “asset protection planning,” you think of someone like JR Ewing of the 1978 show Dallas, Bill Gates, or... (more)

Important Estate Planning for College Students

August 16, 2015 1:53 pm

Certain estate planning tips are especially important to consider as students head to college this time of year. Back-to-School planning can be a whirlwind, and while this planning typically... (more)

Family Business Owners: A Dozen and a Half Questions to Ask

July 29, 2015 10:56 pm

1. If you become disabled or die unexpectedly, who will run your business?  If you don’t know, you need a business succession plan.   2. If your family cannot... (more)

5 Reasons Why Uncle Bill May Not Make a Good Trustee

July 29, 2015 6:11 pm

If you have created a dynasty trust that you intend to last for decades into the future, choosing the right trustee is critical to the trust’s longevity and... (more)

Three Lessons Business Owners and Others Can Learn From the Estate Planning Mistakes of Farmers and Ranchers

July 22, 2015 9:16 pm

Farming or ranching is more than a means of livelihood – it is about preserving a legacy and unique way of life.  Unfortunately, many farmers and ranchers don’t... (more)

Gun Owners: Why You Should Consider A Gun Trust

July 22, 2015 7:51 pm

Recent tragic events underscore the importance of maintaining a dialogue about the responsible, accountable and safe possession and transfer of firearms in our country. This is why it’s... (more)

Shocking Truth About Asset Protection Planning

July 21, 2015 10:53 pm

Some view asset protection planning with a skeptical eye.  They believe there is a moral obligation to pay one’s debts.  They think that asset protection planning is immoral... (more)