Estate Planning Archives - Page 2 of 2

Estate Planning for Personal Property: Why Should Sweat the Small Stuff

/ Feb 1, 2021

When planning their estates, most people focus on major assets, such as business interests, real estate, investments, and retirement plans. But it’s also important to “sweat the small stuff”- tangible personal property.

Estate and Tax Planning Techniques Available

/ Nov 30, 2020

Did you know there are estate and tax planning techniques available to clients that are the wealth creators in their families but whose parents or grandparents do not have significant wealth? A planning technique, commonly known as “upstream power of appointment” or “senior power of appointment” (UPOA), provides for a general power of appointment (GPOA)