Legacy Planning

Legacy planning prepares how people bequeath their assets to your loved ones after death. You’ve worked hard to build what you have, so establish and nurture a legacy that will last for years or even decades after you’ve gone.

Estate Strategies of the Rich and Famous

The examples of famous celebrities underline the need for a clear estate strategy.

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Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

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Intellectual Property and Your Estate

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

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