Each year the University of Miami sponsors the Heckerling Institute on Estate Planning. The 58th... [Read more...]
What’s Retirement Got to Do with it?
As more and more Baby Boomers retire, many wonder where they should spend their golden... [Read more...]
Estate Planning with Entities
More and more families own property, assets, and businesses together. Using an entity to govern... [Read more...]
What “Sue,” the Tyrannosaurus Rex Skeleton, Teaches us about Estate Planning
Some of my favorite blog topics come from headlines. In this week’s edition, we explore... [Read more...]
Estate Planning Lessons from the Movies – Part II
It’s rare that a movie centers on an archaic estate planning issue, but that’s exactly... [Read more...]
Don’t Be a Turkey – Take Advantage of Your Annual Per Donee Exclusion Amount
The holidays are a great time to review the past year and make plans for... [Read more...]
The Seedier Side of the Holiday Season
Scammers will use any leverage possible to separate you from your money. This includes preying... [Read more...]
Exploring Elder Abuse
As seniors live longer and technology makes it easier for everyone to stay connected, elder... [Read more...]
Let’s Talk Litigation
Anyone creating an Estate Plan wants to ensure that the plan will work as intended... [Read more...]
Exploring the Many Issues Surrounding the Estate and Trust of Richard Blum – Part III
Every state that recognizes trusts as a legal entity imposes fiduciary duties upon the Trustee... [Read more...]
Exploring the Many Issues Surrounding the Estate and Trust of Richard Blum – Part II
Every state that recognizes trusts as a legal entity imposes fiduciary duties upon the Trustee... [Read more...]
Exploring the Many Issues Surrounding the Estate and Trust of Richard Blum – Part I
Every state that recognizes trusts as a legal entity imposes fiduciary duties upon the Trustee... [Read more...]
