Estate Planning Tag

Estate planning is an essential part of financial planning for all individuals, regardless of age or asset level. Learn which documents are essential for any estate plan and about other...

Authored by Haynie & Company Senior Tax Manager Greg Ward, CPA Estate tax is not an annual concern for most taxpayers. However, without adequate planning the transfer of wealth from one generation...

When two people with children from previous relationships get married, they form a blended family. While this can create a unique and loving situation, it raises some complicated estate planning...

(authored by RSM US LLP) With the election approaching, RSM is looking at the economic stakes and the key issues for family offices....