Blog
Is it Time to Use the Gift and Estate Tax Exemption?
Choosing the Right Time to Make a Gift Since its creation in 1916, the amount you can pass to your heirs as a gift or...
Discuss Estate Planning at Holidays
Holidays May Be the Perfect Time to Discuss Estate Planning One of the best parts of the holiday season is the chance...
What Not to Include in Your Estate Planning Documents
Not Everything Belongs in Your Estate Plans Perhaps the most basic function of an estate plan is to pass along your...
What Happens to Your Venmo, PayPal, and Apple Pay Accounts at Your Death?
Payment App Accounts Should Be Considered in Your Estate Plan The Internet never forgets. That maxim is most often...
Why Deathbed Planning Might Give You Additional Grief
Deathbed Planning Has its Drawbacks Contemplating the end of your life isn’t a fun experience. Making an estate plan...
Family Legacy Wealth Planning
Family Legacy Wealth Plan: 3 Must-Have Conversations With Adult Children A family legacy wealth plan requires care and...
What Barbie Teaches Us About Estate Planning
The overwhelming success of Barbie is a cultural phenomenon. Greta Gerwig’s hit movie could be considered deep...
Investment and Distribution Trustees – Why Would I Need both
Dividing the Duties of a Trustee A person creating a trust often serves as the first trustee. In that case, all the...
New Resource Booklet: Creating Your Health Care Directive
Every adult over the age of 18 who is of sound mind should consider creating an Advance Health Care Directive...
Disability Panels to Take Back Control
Deciding When Someone Is Incapacitated Note: If you are involved in a conflict regarding yourself or a family member’s...
How to Handle a Disclaimer Provision in Your Deceased Spouse’s Will or Trust
The loss of a beloved spouse is a terrible ordeal. The grieving process can be long and painful. Unfortunately, such a...
What to Know About Vacation Properties in Estate Planning
Owning a vacation property or second home is a dream for many people. While vacation properties are chosen for their...
Top 5 Things for Couples to Consider About Joint Trusts vs Separate Trusts
A comprehensive estate plan often includes the use of trusts. Married couples may require the power and flexibility of...
Tools to Make a Flexible Estate Plan
The future is unpredictable. One of the sticking points for many people looking to establish an estate plan is the...
Updating Beneficiaries and More: An Estate Planning Attorney’s Pre-Vacation Checklist
Peaceful moments with a child, grandchild, or other family member may be the very best thing about taking vacation....
Red Flags When Hiring a Professional Trustee
Having a Reliable Trustee Is Vital When you create a trust, you need to consider who will run the trust if you become...
Leave Your Retirement Account to Your Minor Child
When it comes to passing on your assets, your retirement savings account is likely one of the largest items to...
Choosing a Non-U.S. Citizen to Be Guardian
The thought of not being able to see to the care and upbringing of your children is a painful one. That pain could be...
