One of the most common—and dangerous—phrases in Estate Planning is “that would never happen.” This... [Read more...]
IRS Warning: The 2026 Dirty Dozen Tax Scams
As we approach the end of another tax season, it’s a good time to review... [Read more...]
When Estate Planning Fails: Family Infighting and the $10 Billion Lakers Sale
The recent $10 billion sale of the Los Angeles Lakers provides a powerful cautionary tale... [Read more...]
Trustee Selection: Why It Matters and How to Get It Right
Selecting a trustee is one of the most important—and most misunderstood—decisions in Estate Planning. While... [Read more...]
Tax Planning for 2025 and Beyond
Planning is important for your income taxation during life as well as for any estate... [Read more...]
Don’t Be a Turkey or a Ham- 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...]
Preparing for FinCEN Real Estate Reporting
Although the Corporate Transparency Act’s Beneficial Ownership Information reports no longer apply to domestic entities... [Read more...]
Hulk Hogan and Disclaimers…?
When Terry Bollea, aka “Hulk Hogan,” died on July 24 at age 71 in his... [Read more...]
What Football and Estate Planning Have in Common
I, like many Americans, love football. As I settled in to watch my team’s game... [Read more...]
“Let’s Go Crazy” … Over Prince’s Estate
When Prince died over nine (9) years ago, he shocked his fans one last time. ... [Read more...]
How Specific Devises Impact Inheritance
Parents often decide to leave one child a specific asset and provide an equalizing cash... [Read more...]
National Make-a-Will Month
Although many Estate Plans have a Revocable Trust as the foundation for the plan, Wills... [Read more...]
