| Estate Planning Publications

Estate Planning Publications

federal estate and gift tax exemption

Lifetime Estate and Gift Tax Exemption Changes Coming in 2026

May 15, 2025 •Dan Bomhoff

Tax-friendly state

Should You Move Your Trust to a Tax-Friendly State? What to Consider

February 27, 2025 •HoganTaylor

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

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