It's been quite awhile since we devoted a post to business succession planning.
Trusts and tax avoidance on asset appreciation
The end of the year is always a good time to think about the future.
Giving beneficiaries a voice in estate planning decisions
It's been a few months since we last addressed how disability issues can affect estate planning decisions.
Comparative perspective: considerable U.S. wealth to transfer
Wealth is a relative term.
Heirs and mortgage assumption, part 2: modification guidelines
In the first part of this post, we explained why federal regulators have issued rules to help surviving spouses and other heirs who wish to assume a mortgage after the mortgage holder dies.
