Gold Leaf Estate Planning
Blog Articles and Resources

Locating missing heirs after the death of their benefactor can require detective work worthy of Sam Spade.

When you purchase and own a home, your name is on the title to the property, indicating ownership. However, you can transfer ownership of your residence to another person or entity in the form of a trust.

No-contest clauses deter challenges to your estate plan. However, you might want to consider terms that allow for legit challenges related to undue influence.

The management of one of the world’s most valuable art collections has now been passed to Paloma Ruiz Picasso, the last of Pablo Picasso’s four children.

When planning your estate rarely will you experience difficulty naming your initial beneficiary or beneficiaries for your will, IRA’s or life insurance.

Wills and trusts are typically changed over time as life circumstances, the state where you reside, or your desired outcomes change.

The family vacation home is often a point of pride, a place for reconnecting and making memories. A vacation home, whether it’s in the mountains, near the sea, on a lake, or on a farm, can have sentimental as much as economic value.

The long, expensive court fight over the will of soul singer Aretha Franklin provides a cautionary tale for people who want to make sure that their wishes are carried out after their death — and for their families.

Sometimes it might take an IDGT, or intentionally defective grantor trust, to preserve generational wealth. But how does that work?

While life insurance is typically not taxable, there are some notable exceptions that could play a role and are important to consider regarding any life insurance policy and benefit.