More Trusts & Estates Articles

Insurance Coverage & Recovery

Understanding The Hidden Risks Of Life Insurance: Due Diligence For Policy Holders And Fiduciaries

Immediate cash needs at death range from general living expenses to buying out a business partner or providing funds to pay estate taxes. But imagine opening a letter one day from your insurance company to find that your equity-based life insurance policy may lapse due to lack of funding. Despite...

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Ten Things You Need to Know About Planned Charitable Giving

In the world of charitable fundraising, outright gifts of cash are the ideal form of charitable giving. They are simple, immediately accessible and fairly easy to administer. Unfortunately, many of the really big gifts to nonprofit organizations do not come as outright gifts of cash. Instead,...

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Estate Planning For The Future: The Time To Act Is Now

Introduction Significant tax law changes are scheduled to take effect on January 1, 2013. Individuals should take advantage of unprecedented opportunities to transfer up to $5.12 million ($10.24 million for married couples) to family members (or others) free of federal gift tax and federal...

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