IRAs are complex assets to handle in an estate plan. There are tax issues during life and after death. Read this article to find out more. [Read More]
How Tax Reform Could Impact Various Families
Learn how the Republican blueprint for tax reform would impact different families from an estate planning perspective. [Read More]
Basics of Estate Planning: Privacy and Estate Planning
Privacy is important, especially in today’s world. Learn how estate planning can enhance or reduce your privacy. Read on to find out more. [Read More]
Basics of Estate Planning: Choosing a Roth or Traditional IRA (or 401k)
Roth and Traditional accounts each have their merits. This blog examines the differences between the two. [Read More]
Basics of Estate Planning: Estate Planning for Major Life Events
An estate planning attorney assists throughout the client’s life. This blog examines the role of the estate planning attorney at various stages. It also looks at the various documents which the attorney might prepare as they counsel the client. [Read More]
Basics of Estate Planning: Advising Clients on Selecting Fiduciaries
Choosing a Trustee or other fiduciary is one of the most important decisions. Here is a list of various fiduciaries and why the selection is so important. [Read More]
Basics of Estate Planning: Two Common Mistakes with Trusts
Trusts are incredibly useful tools. But, like other useful tools, they do not fit every circumstance and they must be used properly. Learn more about two common mistakes and how they may be avoided.
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Basics of Estate Planning: Lack of Coordination
Perhaps the most common mistake in estate planning isn’t apparent by looking at the will or trust document itself. The most common mistake is a failure to coordinate the primary vehicle with the rest of the plan. Read this blog to learn more about this common mistake.
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Law in the U.S. can be Participatory
In the United States, people can participate in making and changing the law. This article is a story of one woman who did just that.
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( By appointment only )