| Estate Planning Publications

Estate Planning Publications

Joint Trust

Should Married Couples Use a Joint Trust or Separate Trusts?

January 30, 2025 •HoganTaylor

Gift Tax Return

When Filing a Gift Tax Return is Required (or Recommended)

December 20, 2024 •HoganTaylor

Charitable Remainder Trust

One Trust, Many Benefits: How a Charitable Remainder Trust Can Elevate Your Estate Plan

November 22, 2024 •HoganTaylor

Qualified Personal Residence Trust

Protecting Your Home for Future Generations with a Qualified Personal Residence Trust

October 31, 2024 •HoganTaylor

Power of Appointment

The Power of Appointment: Adding Flexibility to Your Estate Plan

September 24, 2024 •HoganTaylor

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

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