Featured Don't Let the Wrong State Get Between You and Your Assets February 22, 2020 You may have more in common with Hollywood stars than you think: Where you live versus where your trust lives could equal an estate and tax planning headache if you aren't taking state law into account. Estate Plan Essentials January 28, 2020 It's tempting to count on an inheritance to fund one's own retirement needs. That's a risky move if you aren't looking at all the elements that go into comprehensive estate planning. With Tax Reform, Wealthy Clients Should Update Estate Plans December 16, 2019 If a trust is part of your overall financial plan, recent changes to tax law may lead to unintended tax consequences for you and your heirs. Understand what has changed and the steps you can take. Don't Forget State Taxes When Setting Up Client Trusts November 11, 2019 Changing your latitude could have an impact on more than your attitude, especially when you are considering setting up a trust. Don't overlook the ramifications of location on trusts and state taxes.