Estate Planning

Protect clients’ digital estates Fallback Image Decorative pattern

Estate Planning

Protect clients’ digital estates

Help executors avoid disputes over digital family legacies.

November 5, 2013

6 min read

Plan for family members with special needs Fallback Image Decorative pattern

Estate Planning

Plan for family members with special needs

Clients with disabled family members often provide for their care in estate plans

By Margaret O’Sullivan |November 5, 2013

3 min read

Avoid double tax at death Fallback Image Decorative pattern

Estate Planning

Avoid double tax at death

Owners of private companies are often unaware of the potential for double taxation on death. The following case study will demonstrate how critical careful estate planning is for avoiding this punitive outcome.

By Wilmot George |November 1, 2013

6 min read

How best to use testamentary trusts Fallback Image Decorative pattern

Estate Planning

How best to use testamentary trusts

The government may erase the tax benefits of the trusts.

October 31, 2013

2 min read