Category: Estate Planning

Tax Plan Threatens College Endowment Gifts

In a surprise move, the GOP has included a tax on college endowments which could create problems in the future, according to CNBC in "Wall Street... Read More »

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When Is the Right Time to Write a Will?

An entertainer recently came to the realization of the importance of a will, prior to having a medical procedure, according to the Wills, Trusts &... Read More »

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Challenges Not Always Prevented by No-Contest Clauses

  The no-contest clause creates a strong incentive not to challenge a will, unless a person is certain they can win.  However, it isn’t... Read More »

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