Helpful guides
Publications
Estate
Taking Charge Of Planning Your Estate
July 30, 2021
Increasing house prices raise inheritance tax risk. Read more.
Probate Timeline
March 30, 2021
The length of time for probate depends on several factors, such as the size of the estate, the number of taxes and debts to pay, tax issues, the number of heirs, and any contested issues of a will. A typical probate process will take up to 24 months from the date of the decedent’s death. Here’s a basic timeline.
Trust and passing on wealth
June 30, 2020
There are many ways to reduce or eliminate the inheritance tax payable on your estate without using trusts. But for some, especially if you are very wealthy, they may not be enough. For others, the control that trusts...
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