Estate Planning attorneys need to understand multiple issues ranging from taxes to asset protection to... [Read more...]
The Importance of Having an Estate Plan
We all know that we should create an Estate Plan, yet so many of us... [Read more...]
Tis the Season for Giving
Most taxpayers understand that to receive the benefit of charitable deductions, they need to itemize... [Read more...]
When a Family Member Commits Elder Abuse
As the population of older individuals continues to increase, the issue of elder abuse is... [Read more...]
The Intersection of Asset Protection Planning and Estate Planning – Part II
As part of the Estate Planning process, an attorney explores numerous topics with the client... [Read more...]
The Inflation Reduction Act
President Biden scored a win on some issues, but a loss on others when he... [Read more...]
What’s Estate Planning Got to do with Interest Rates – Part II
As interest rates continue to climb, Estate Planning practitioners look to different planning techniques to... [Read more...]
What’s Estate Planning Got to do with Interest Rates – Part I
Interest rates were at historic lows for many years. Those rates have begun to rise... [Read more...]
Understanding Undue Influence – Part II
Whenever a client’s Estate Plan deviates from the expected disposition, it raises questions for the... [Read more...]
Understanding Undue Influence – Part I
Whenever a client’s Estate Plan deviates from the expected disposition, it raises questions. Most of... [Read more...]
Death and Your Digital Footprint
As more and more individuals get comfortable in the digital world, Estate Planning has evolved... [Read more...]
Pondering Portability
The Internal Revenue Code grants spouses several tax benefits both during life and at death.... [Read more...]
