Blog Posts
Trusts
Understanding Marital Disclaimer Trusts
Marital disclaimer trusts are estate planning tools that offer valuable flexibility to couples in managing their assets and minimizing estate taxes. These trusts are typically
Beneficiaries
U.S. Supreme Court decision highlights importance of updating beneficiary designations
Article by Cynthia Black Svenson and Kevin Bernys The authors’ more extensive article on Kennedy v. Plan Administrator for DuPont Savings and Investment Plan was
Estate Planning
Risks of DIY Estate Planning: Making A Leap of Faith Without a Net
You would not step off a cliff, unless you were sure of how far the drop to the bottom was. However, individuals do this every
Estate Planning
Understanding the Power of Appointment in Estate Planning
One often misunderstood yet valuable estate planning tool found in legal documents is the power of appointment. It should not be confused with a power