| Estate Planning Publications

Estate Planning Publications

Dynasty Trust

Ensuring Multigenerational Wealth Preservation with a Dynasty Trust

August 29, 2024 •HoganTaylor

Estate Planning Pitfalls to avoid

Avoid These 5 Estate Planning Pitfalls

July 30, 2024 •HoganTaylor

Trust Fund

One Trust or Two? Making the Best Decision for Your Children's Future

June 28, 2024 •HoganTaylor

Business Succession Planning

How to Navigate the Blurred Lines of Estate and Family Business Succession Planning

May 30, 2024 •HoganTaylor

Grandpa and grandchild, navigating generation-skipping-transfer tax

Maximizing Your Wealth Transfer: Navigating the Generation-Skipping Transfer Tax

April 30, 2024 •HoganTaylor

Navigating gift tax filing

Gift Tax Filing: Navigating the April 15 Deadline

March 28, 2024 •HoganTaylor

Four Good Reasons to Turn Down an Inheritance

February 27, 2024 •HoganTaylor

Mother and daughter explore ways to secure income for their family.

Higher Interest Rates Reignite Appeal of Charitable Remainder Trusts

January 30, 2024 •HoganTaylor

Mom and son counting money

Why You Should Think Twice Before Owning Assets Jointly With a Child

December 4, 2023 •HoganTaylor

Young Man Helping Senior Couple With Financial Paperwork At Home

Secure Your Family's Future: Unraveling the Power of a QTIP Trust

October 26, 2023 •HoganTaylor

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