Estate & Trust Archives

How To (Fairly) Divide Your Estate Among Multiple Heirs

Should we treat our children equally when it comes to estate distributions? On its face, [...]

When Should Children Have Access to Their Inheritances?

Another major decision when it comes to estate planning is determining the appropriate time for [...]

Selecting Your Children's Guardians Is Very Different Than Naming Their Godparents

"Throughout my career of providing financial and estate planning services, I have found that the [...]

Choosing An Executor For Your Estate

Far too many of us put off finalizing estate documents because we get hung-up on [...]

7 Reasons To Revisit Your Estate Plan, Trump Tax Law Aside

The recently passed "Tax Cuts and Jobs Act" (TCJA) contains a major change to the [...]

You Can Greatly Increase Gifts To Kids - But Should You?

Given the magnitude of temporary change in the federal lifetime credit and the dynamic political [...]

Protect Your Children From Themselves With A Spendthrift Trust

Sudden wealth, without financial aptitude, instilled family goals and overarching family governance generational plan often [...]

Funding Education? Consider A Trust Instead of A 529 Plan

Trusts offer those with potential estate tax issues, a more advantageous approach for funding future [...]

How to Prepare Clients’ Children for Inheritance

WSJ Adviser Voices is an occasional feature of edited excerpts in which wealth managers address [...]

7 Ways Advisers Fixed Clients' Biggest Financial Dilemmas

Jose Reynoso used a New York state decanting statute to transfer the trust assets into [...]