You’d be surprised how often people fail to disclose foreign assets to their estate planning…
KSDT MarketingJanuary 3, 2023
The death of a spouse is a devastating, traumatic experience. And when it happens, dealing…
KSDT MarketingNovember 1, 2022
The term “probate” is one you’ve probably heard and might associate with negative connotations. But…
KSDT MarketingOctober 2, 2022
In 2022, for most people, it may seem like planning for gift and estate taxes…
KSDT MarketingAugust 3, 2022
Portability allows a surviving spouse to apply a deceased spouse’s unused federal gift and estate…
KSDT MarketingJuly 21, 2022
Does your college-aged child have a basic estate plan? In more cases than not, the…
KSDT MarketingJuly 1, 2022
Gift splitting can be a valuable estate planning tool, allowing you and your spouse to…
KSDT MarketingMay 3, 2022
Intrafamily loans allow you to provide financial assistance to loved ones — often at favorable…
KSDT MarketingApril 11, 2022
If charitable giving is important to you, consider a donor-advised fund (DAF). A DAF —…
KSDT MarketingFebruary 14, 2022