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
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.