Changes to the Federal Estate Tax
The federal estate tax, also known as the "death tax", is a tax on inherited assets. In 2023, this tax applied to assets over 12.92...
Changes to the Federal Estate Tax
What Are My Duties and Responsibilities as a Trustee?
Trust Protector and Trust Advisor
Notice to Creditors
Happy Holidays!
Summary Administration
Funeral Services
Who Should I Name as Personal Representative?
Do Modest Estates Need Estate Planning?
Revocable Living Trusts
New Office Announcement
Family Trusts
Wills and Testamentary Trusts
QTIP Trust
Estate Planning: A description of the participants