Back to Estate Planning Insights Expanding Your Estate Planning Toolbox With SLATs Judith Gordon March 9, 2021
Meet The Author Judith Gordon Principal Judy is a Principal based in the Silicon Valley office. She provides consulting advice for private clients and advisors on estate planning, wealth-transfer strategies, trust... Learn More
Estate Planning Reading Between the Lines: Crafting A Compassionate Letter of Instructions for Your Testamentary WishesWhile legal documents provide the structural framework for your estate planning, a compassionate letter of instructions captures the nuances of your personal wishes, ensuring clarity…
Estate Planning The Sunset is Not Worth Waiting ForEstate Tax Planning Strategies in 2023: Learn about strategies to navigate estate taxes before changes take effect in 2026. Options include Spousal Lifetime Access Trusts…
Estate Planning Having Your Cake and Eating It Too!Discover the intricacies of carried interest transfers in estate planning with our in-depth guide, "Having Your Cake and Eating It Too!" Learn about the IRS…
Estate Planning Navigating the Unavoidable: A Comprehensive Guide to Preparing for Your Final FarewellDiscover the ins and outs of preplanning your funeral to ease the burden on your loved ones, save money, and ensure your wishes are fulfilled.
Estate Planning Strategies to Help Your Child Buy a HomeHow to Help Your Adult Kids Buy a Home. Each strategy can have major estate, tax and family dynamic implications. Here are several different strategies…