If you’re married, you likely own some property or bank accounts jointly with your spouse. When one spouse dies, the surviving spouse automatically becomes the sole owner. In most cases, this [...]

“Gotham is in danger!” cries the Commissioner. “Call for …The Protector!” That’s not exactly how it works, but there is a sense in which the Trust Protector does come to the rescue in certain [...]

Here’s an idea for giving your resources for social impact today, and follow it up with a gift to your family. Let me illustrate this strategy by thinking of a plan for client who is interested [...]

A health care proxy, or medical power of attorney, is a legal document that gives someone else, known as the health care agent, the power to make medical decisions on your behalf during any time [...]

The irrevocable life insurance trust (or “ILIT”), as its name suggests, is irrevocable. It cannot be rescinded, amended, or modified in any way by the “grantor” after its creation. Once the [...]

If you would like to make gifts to your children, siblings, or parents, the knee jerk approach is to make a direct gift. It’s easy and straightforward. But before you do this, consider giving [...]