August 11, 2020—When updating your estate planning documents, one of the most important considerations is who you will name as the executor of your estate.
August 4, 2020—When updating your estate planning documents, one of the most important considerations is who you will name as the executor of your estate.
Jonathan Fitzgerald, national director of estate and trust settlement services, talks with Editor in Chief of Trusts & Estates magazine, Susan Lipp, at the 54th Annual Heckerling Institute on Estate Planning about the skills that are required to serve as an executor, particularly for a more complex estate. He provides compelling commentary on how family dynamics play a key role when it comes to naming an executor.Please see important disclosures at the end of the video.
Make today’s high federal transfer tax exemption work to your advantage. As a business owner, it’s important to understand how the current tax law can work to your advantage.The high federal transfer tax exemption amount (the exemption) provides a unique opportunity for you to implement beneficial transfer tax strategies for your business interests.