People often believe that Estate Planning is a “simple” process designed only for those whose... [Read more...]
How Tax and Non-Tax Considerations Impact Estate Planning – Part I
Estate planning often focuses on taxes at the federal level and often overlooks issues that... [Read more...]
What’s in President Biden’s Revenue Proposals?
Retirement plans offer a terrific opportunity for taxpayers to save for their retirement in a... [Read more...]
Medicaid Planning
When determining whether an individual qualifies for Medicaid, states impose both functional and financial tests.... [Read more...]
What Bruce Willis Can Teach Us About Incapacity Planning
When Bruce Willis announced his retirement from acting because of aphasia, it sent shockwaves through... [Read more...]
The Intersection of Bank Failure and FDIC Insurance
Three banks have collapsed in one week sending shockwaves through the banking industry. Many may... [Read more...]
What Does the Respect for Marriage Act Mean for Estate Planning?
When the Supreme Court issued its opinion in Dobbs v. Jackson Women’s Health Organization, 576... [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...]
Show Your Love by Creating an Estate Plan
Instead of thinking about chocolates or flowers this Valentine’s Day, let’s focus on a practical... [Read more...]
The Lessons from Lisa Marie
Regular readers of this blog often see articles regarding the latest celebrity whose death created... [Read more...]
