Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Financial Strategies in a Post-DOMA World
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.