Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.