Leaving assets to your adult children or other beneficiaries may seem simple. But in many situations, it can be quite tricky. This three part series by my friend and colleague Steve Hartnett, an estate planning expert, explores these sometimes thorny issues.
- Just When You Thought You Understood the 10-Year Rule, Think Again - May 21, 2022
- Let’s Talk about Trusts…and Taxation - May 17, 2022
- What Estate of Marion Levine Means for Life Insurance - May 15, 2022