IRAs have become ubiquitous components of estate plans. The SECURE Act of 2019 altered the... [Read more...]
The Lessons from Lisa Marie
Regular readers of this blog often see articles regarding the latest celebrity whose death created... [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...]
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...]
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...]
What Makes a Will or Trust Invalid
Clients often worry about the execution of their plan after death. Sometimes, individuals fail to... [Read more...]
Death and Your Digital Footprint
As more and more individuals get comfortable in the digital world, Estate Planning has evolved... [Read more...]
Pondering Portability
The Internal Revenue Code grants spouses several tax benefits both during life and at death.... [Read more...]
