Estate Planning attorneys need to understand multiple issues ranging from taxes to asset protection to... [Read more...]
There’s No Better Way to Say “I’ll Be There for You” than with an Estate Plan
Matthew Perry died at the end of 2023. While it seems unlikely that Matthew’s estate... [Read more...]
Do You Want to Discuss Dynasty Trusts?
Dynasty Trusts present a great opportunity to pass significant wealth on to future generations. If... [Read more...]
R-E-S-P-E-C-T Find Out What It Means To…Your Estate Plan
Individuals often have reservations about seeking out an attorney’s help with their Estate Plan. Sometimes... [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...]
Tax Planning for 2024
Planning is important for your income taxation during life as well as for any estate... [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...]
Estate Planning Lessons from the Movies – Part I
It’s rare that a movie centers on an archaic estate planning issue, but that’s exactly... [Read more...]
It’s a Great Time to Consider a Donor Advised Fund
As year-end approaches, many individuals look for ways to lower their income tax burden. Charitable... [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...]
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...]
