With the proliferation of the internet has come a plethora of websites claiming that individuals... [Read more...]
Common Mistakes in Estate Planning – Part III
Those who take the time to create an Estate Plan usually desire to keep it... [Read more...]
Common Mistakes in Estate Planning – Part II
When people think about an Estate Plan, they often have tunnel vision and focus on... [Read more...]
Common Mistakes in Estate Planning – Part I
Despite knowing that they should have an estate plan, many individuals look for shortcuts to... [Read more...]
Lessons from Patagonia
Estate planning often encompasses, at least in part, business succession planning. Many individuals own family... [Read more...]
Planning for the “Silver Tsunami”
As the population over the age of 65 continues to grow, unique problems arise. For... [Read more...]
Discharge of Indebtedness Income and Student Loan Forgiveness
While many taxpayers may be excited about the prospect of reduced loan balances as part... [Read more...]
More than Just Salad Dressing: The Ongoing Saga of Newman’s Own Foundation
When a famous individual dies, it’s always interesting to see how they set up their... [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 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...]
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...]
