More and more families own property, assets, and businesses together. Using an entity to govern... [Read more...]
Practical Lessons in Drafting
Individuals who undertake Estate Planning want to ensure that their plan works the way it’s... [Read more...]
The Sky Isn’t Falling
When we learned of the original provisions in the Build Back Better Act, many individuals... [Read more...]
Tax Planning for 2022
Planning is important for your income taxation during life as well as for any estate... [Read more...]
It’s Better to Give Than to Receive
Most taxpayers understand that to receive the benefit of charitable deductions, they need to itemize... [Read more...]
The Role of the Estate Planning Attorney
Clients often come to an Estate Planning attorney with specific ideas in their minds. The... [Read more...]
Use It Before It’s Gone
The amount you can pass free from estate tax is at a record high of... [Read more...]
ABLE Accounts Complement Special Needs Trusts
ABLE accounts are a nice, flexible way to supplement the usefulness of a Special Needs... [Read more...]
Tax Proposals Could Alter Estate Planning Landscape
Senators Sanders and Whitehouse have introduced legislation in the Senate which would significantly alter the... [Read more...]
CRT: Best Tool for Proposed Tax Changes?
Tax proposals would increase capital gains rates, among other things. These proposed changes could make... [Read more...]
Dynasty Trusts
What’s a “Dynasty Trust?” Such a trust is one that continues for the maximum term... [Read more...]
Beneficiary Designations
Beneficiary designations can be deceptively simple. You simply designate the person to whom you want... [Read more...]
