Have you and your spouse coordinated your estate plans?
When it comes to estate planning, married couples often assume that simply naming each other in their wills or designating each other as beneficiaries is
Maintain your competitive edge and stay up-to-date on current industry topics with Templeton & Company’s thought provoking blog articles.
When it comes to estate planning, married couples often assume that simply naming each other in their wills or designating each other as beneficiaries is
It’s not uncommon for an estate plan to contain multiple trusts. They can enable you to hold assets for and transfer them to beneficiaries, avoid
Members of the sandwich generation — those who find themselves simultaneously caring for aging parents while supporting their own children — face unique financial and
If you’re considering making asset transfers to your grandchildren or great grandchildren, be sure your estate plan addresses the federal generation-skipping transfer (GST) tax. This
“Decanting” an irrevocable trust allows a trustee to use his or her distribution powers to transfer assets from one trust into another with different —
When it comes to estate planning, one important decision many people struggle with is whether to share the details of their plans with family members.
With the federal gift and estate tax exemption amount set at $13.99 million for 2025, most people won’t be liable for these taxes. However, capital gains
If your estate planning goals include distributing your wealth while also encouraging specific behaviors or achievements among your heirs, using an incentive trust might be
When estate planning, it’s common for parents to leave their primary residence or a vacation home to their children. While your parents’ wills or trusts
WEST PALM BEACH
Esperante Building
222 Lakeview Avenue
Suite 1200
West Palm Beach, FL 33401
(561) 798-9988
Fax: (561) 798-4053
FORT LAUDERDALE
The Main
201 East Las Olas Boulevard
Suite 1650
Fort Lauderdale, FL 33301
(954) 333-0001
Fax: (954) 765-0719