One of the most common motives people have for creating an estate plan is protecting... [Read more...]
What Do I Do If I Received a Crummey Notice?
If you are a beneficiary of a trust, it means that you have an interest... [Read more...]
The Intersection of Asset Protection Planning and Estate Planning – Part I
As part of the Estate Planning process, an attorney explores numerous topics with the client... [Read more...]
If an Estate Owes Federal Gift and Estate Taxes, How Do I Pay Them?
Managing the practical duties involved in administering an estate while simultaneously grieving the loss of... [Read more...]
5 Signs Pointing to a Will Contest
When a loved one passes away, experiencing a range of strong emotions is normal. Learning... [Read more...]
Debunking Common Estate Planning Myths
Although most Americans admit to knowing the importance of estate planning, over half do not... [Read more...]
Understanding Alzheimer’s Disease
For most seniors, one of the most frightening aspects of growing older is the thought... [Read more...]
How Do I Trust Thee…Part III
If a client’s Estate Plan involves a revocable trust, then the client needs to decide... [Read more...]
How Do I Trust Thee…Part II
When clients undertake Estate Planning, they face the difficult decision of naming one or more... [Read more...]
How Are Capital Gains Taxed In An Irrevocable Trust?
One of the most common additions to a well thought out estate plan is a... [Read more...]
What You Need to Know about Retirement Plan Distribution Rules
Like many Americans, you probably started saving money for retirement early on in your working... [Read more...]
Understanding How Divorce Impacts Your Estate Plan
When a marriage is heading for, or in the process of, a divorce, it typically... [Read more...]
