Preservation | Family Wealth Protection & Planning


Blog Editors



By Keith Grissom, Jennifer Davis, Elizabeth Pack, Nina Windsor on July 13, 2020 at 5:00 PM

This is the first in a blog series on opportunities for tax planning in the current uncertain, low-interest rate environment. Future installments will cover one-time and annual gifting, making or refinancing loans, creating Grantor Retained Annuity Trusts, family limited partnerships and limited liability companies, installment sales to defective grantor trusts, and charitable giving.

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By Jennifer Davis, Nina Windsor on July 2, 2020 at 1:00 PM

*This publication has been updated to reflect recent IRS guidance.

Although many aspects of the CARES Act focus on relief for small businesses and employees, there are several provisions that are relevant to estate planning.  These provisions may influence planning decisions this year and in the future, including those related to charitable giving and retirement plans.

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By Jennifer Davis, Betty Schaefer on July 31, 2019 at 1:15 PM

College student carrying a backpackFor the parents of students entering college this fall, you may have a long checklist of to-do items already. It’s possible you are missing one of the most important items, though: Having your child sign estate planning documents.

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