It’s rare that a movie centers on an archaic estate planning issue, but that’s precisely... [Read more...]
Exploring Elder Abuse
As seniors live longer and technology makes it easier for everyone to stay connected, elder... [Read more...]
Let’s Talk Litigation
Anyone creating an Estate Plan wants to ensure that the plan will work as intended... [Read more...]
The Magic of Grantor Trusts
Grantor trusts are a potent tool in estate planning. They allow the taxpayer to remove... [Read more...]
Understanding the Importance of the Simultaneous Death Act
Most spouses create intertwined estate plans. The plans work well on numerous levels, allowing the... [Read more...]
What Bruce Willis Can Teach Us About Incapacity Planning
When Bruce Willis announced his retirement from acting because of aphasia, it sent shockwaves through... [Read more...]
Gen X – This One’s for You (Really Every Generation Should Read This)
As the Baby Boomer Generation retires and eventually dies, the most significant transfer of wealth... [Read more...]
529 Plans – The “Holy Grail” of Estate Planning
When Estate Planning practitioners talk about the “Holy Grail” of Estate Planning, they generally mean... [Read more...]
The Wonder of Wills
Many Estate Planning attorneys have been asked whether an Estate Plan is necessary or whether... [Read more...]
What Taylor Swift Can Teach Us About Estate Planning
Regardless of your feelings about her music, her attendance at National Football League games, or... [Read more...]
Show Your Love by Creating an Estate Plan
Instead of thinking about chocolates or flowers this Valentine’s Day, let’s focus on a practical... [Read more...]
Don’t Be a Turkey – Take Advantage of Your Annual Per Donee Exclusion Amount
The holidays are a great time to review the past year and make plans for... [Read more...]
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