Michael Gilfix, Esq., partner with Gilfix & La Poll Associates LLP, Palo Alto, California, and fellow of the National Academy of Elder Law Attorneys. He is author of Beat Estate Tax Forever: Planning for Future Generations. Gilfix.com
Wondering whether a will or a living trust is the appropriate document for your estate plan? The answer is simple—you…
Imagine that you or an elderly family member has a stroke. Chances are she appointed a proxy to make health-care…
An underused estate-planning tool could benefit your descendants down through the generations—or even the centuries. Dynasty trusts, sometimes called perpetual…