Recent IRS Regulations May Limit Family Entity As Estate Planning Tool

Recently proposed regulations under Section 2704 of the Internal Revenue Code may curtail a powerful estate planning technique.  If finalized in their proposed form, the regulations would limit the use … Continue Reading →


Adult Children and Custodial Accounts

Parents and grandparents often save money for a child or grandchild for college or other reasons in a “custodial” account (with the parent as custodian) under the Uniform Transfers to … Continue Reading →


It’s Important to Review Your Estate Plan Periodically

You should review your estate planning documents periodically to confirm they are up to date and reflect your current situation.  Consider if any changes need to be made to bequests, … Continue Reading →