Occasionally, those who are not Estate Planning attorneys will attempt to do their own Estate Planning. Perhaps they’ll go online and get a document to use. Unfortunately, Estate Planning is about far more than a cookie-cutter document. Read on to learn more. … [Read more...]
Conservation Easements Can Be a Good Solution
Often, a client wants to keep land in the family. Sometimes they want to discourage further development and get tax benefits for doing so. A conservation easement can help achieve both objectives. Read on to learn more. … [Read more...]
Donor Advised Funds: Too Good to Be True?
There’s a way to make a charitable gift and yet be able to influence where it goes and how it’s invested. This can be very handy if you want to time your charitable giving for income tax reasons. Read on to learn more. … [Read more...]
Estate Planning for Surviving Spouses
After losing a loved one, some things can -- and must -- wait. But there are also many things you should do immediately in order to protect yourself and your family. Here is some estate planning advice for widows and widowers: Update your will. If you haven't updated your will in the past five years, it's time to do so now. Make sure the beneficiaries listed are accurate and reflect what you want; if there are any changes, make them accordingly.Appoint a trusted person to replace the … [Read more...]
Changing “Irrevocable” Trusts Through Judicial and Nonjudicial Modification
Irrevocable Trusts have long been an effective, albeit static, estate planning tool. These trusts didn’t always change with circumstance, but now they can. This article explores how. … [Read more...]
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