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Trusts remain lousy IRA beneficiaries, says tax expert.

It’s important to have advance directives for healthcare on file. The subject may be unpleasant, but it’s better than having a loved one make a life-or-death decision in the ICU.

Financial planner Darcie Guerin emphasizes the importance of having essential documents in order, especially for older clients.

Wealthy estates face a deadline at the end of next year under the Tax Cuts and Jobs Act that may boost, cut or keep their tax rate the same — depending on the 2024 election.

It’s key to consider the emotional, financial, and tax implications of gifts of tangible personal property.

Ownership, management and use of the holiday home: That’s the trifecta estate planners and financial advisors need to reckon with if they want to keep the peace.

“Being an Executor & Trustee” Presentation by Richard Huntington for the Spring 2023 workshop series

“Wills & Trusts” Presentation by Kara Rudin for the Spring 2023 workshop series