Even people who pay attorneys to draft their estate-plan documents often forget to include letters of instruction. These informal documents…
Effective this year, the Corporate Transparency Act (CTA) requires small businesses and entities to file ownership information with the Financial…
People often assume that Spousal Lifetime Access Trusts (SLATs) aren’t for them. After all, with the federal estate-tax exemption at…
Will your will actually do what you want it to do? You might never know—but your heirs could pay the…
Do you think a Family Limited Partnership (FLP) is something that you don’t need to consider? Maybe…maybe not. FLPs—a type…
If you give someone a big gift, the IRS will have a gift for you, too—a tax form that’s a…
A man walked into tax attorney Martin Shenkman’s office some years ago with a problem—he had inherited a large sum…
Have your estate-planning tools turned against you? Can you trust your trusts to work as intended? Estate-planning decisions that made…
For people with chronic disabilities, here are better ways to protect finances and health options.
