As much as I enjoy writing about celebrity Estate Planning gone wrong, and less often,... [Read more...]
The Importance of Having an Estate Plan
We all know that we should create an Estate Plan, yet so many of us... [Read more...]
Tis the Season for Giving
Most taxpayers understand that to receive the benefit of charitable deductions, they need to itemize... [Read more...]
Tax Planning for 2023
Planning is important for your income taxation during life as well as for any estate... [Read more...]
Now That Mid-Terms Are Over, Let’s Talk Taxes
As inflation continues to rise, more and more individuals seek ways to stretch their dollar... [Read more...]
Assignment and Nominee
What’s an “Assignment and Nominee” agreement and what does it do? Some attorneys use such... [Read more...]
Consequences of Modifying an Irrevocable Trust
Irrevocable trusts often can be modified. They can be modified under the Uniform Trust Code... [Read more...]
What Are the Duties and Responsibilities of an Executor?
When you think about creating your Last Will and Testament you likely think about all... [Read more...]
What is a GST Trust?
A Generation-Skipping or “GST” trust can be a good way to keep assets out of... [Read more...]
Common Mistakes When Making a Will
For most people, a Last Will and Testament is the first estate planning document they... [Read more...]
What Can an Estate Plan Do for You?
If you have yet to create an estate plan, you are hardly alone. Over half... [Read more...]
Domestic Asset Protection Trusts
Domestic Asset Protection Trusts are spreading to more jurisdictions. However, their protections may be waning.... [Read more...]
