A living trust is not far behind a Last Will and Testament in terms of... [Read more...]
Is an AB Trust Right for My Estate Plan?
The federal gift and estate tax is effectively a tax on the transfer of wealth... [Read more...]
How Can I Include Philanthropy in My Estate Plan?
If you are someone who feels strongly about philanthropy, you probably make charitable gifting part... [Read more...]
Planning for the Unexpected
It’s important to have a plan. If you don’t have a plan, your state law... [Read more...]
Are All Assets Subject to Probate?
Typically, estate planning involves a variety of inter-related goals that go beyond just planning for... [Read more...]
The Biggest Problem with a Power of Attorney
A Power of Attorney is one of the most commonly used estate planning tools. Over... [Read more...]
Is Your Life Insurance an Untapped Asset?
A well thought out estate plan will typically be comprised of a variety of different... [Read more...]
Estate Planning Concerns for Parents with Young Children
If you are the parent of young children, you already know that your role as... [Read more...]
Don’t Forget to Name a Successor Trustee
Trusts have become an extremely popular estate planning tool over the years. Today, even a... [Read more...]
Do Veterans Benefits Transfer to a Surviving Spouse?
If you are the surviving spouse of a veteran, the United States owes you a... [Read more...]
Are There Different Types of Special Needs Trusts?
If you wish to gift assets to someone with special needs, care must be taken... [Read more...]
Are You Probating an Estate? If So, Don’t Make These Mistakes
When a family member or loved one passes away it can be extremely difficult to... [Read more...]
