When I go through clients' estate documents, especially a will, I always check the Contingent Beneficiary Clause. This clause is crucial...

Imagine this: you and your spouse, both 60 years old, still working but dreaming of early retirement. You've saved well, and your...

Last week, Vitaly talked about the basics of gifting, including the types of gifts, how gifts are taxed, and some other important...

Making gifts is as a powerful estate planning strategy but you need to know rules and concepts to minimize taxes and avoid penalties

Discover why estate planning is vital for everyone, not just the wealthy.