The “Death Dossier”: Keeping Good Records and Documents for Successors

The Power of Attorney

Could Artificial Intelligence Allow Settlors to Guide and Control Trusts Forever?

Portability: Making Use of the Deceased Spouse’s Exemption Amount

The Educational Dynasty Trust

Tax Law and Planning in the Face of … Certainty?

Planning in the Face of Uncertainty of Tax Law: The One Big Beautiful Bill Act

How to Plan for “Sunset 2025” and a Possible Repeal of Estate Tax

Productive Life, Productive Day: Lessons from the Golf Course, Part 3

Productive Life, Productive Day: Lessons from the Golf Course, Part 2

Productive Life, Productive Day: Lessons from the Golf Course, Part 1

Options to Structure Gifts: The Asset Protection Trust, Asset Management Trust & Asset Preservation

The Legacy Mindset: What It Is and How to Build It

The Family Bank: More Lessons From Warren Buffett and Ashton Kutcher

Terminating the Unwanted Trust

Talking With Family About Your Estate Plan — More Lessons From Warren Buffett

Facilitating Productive and Healthy Beneficiaries: The Beneficiary Well-Being Trust

Inflation Adjustments for 2025

Charitable Planning, Part 2: The Donor-Advised Fund

Generation-Skipping Planning: Steps to Take Now