Estate Planning 101 – Part 3
You have created your Trust documents, and now you have three essential steps to consider.
Spousal Lifetime Access Trusts
The Spousal Lifetime Access Trust may be the perfect tool to shift assets out of your taxable estate.
Estate Planning 101 – Part 2
Let us take a look into why a revocable living trust might make sense for your lifestyle.
Estate Planning 101 – Part 1
Estate planning may sound overwhelming, but it does not have to be.
Walden, Donuts and Estate Planning
Lessons on estate planning from Thoreau’s masterpiece.
Protecting Your Loved Ones
If you are considering the installation of a surveillance camera in your loved one’s nursing home room, either for peace of mind or the ability to see your relative in the event of another lockdown, please contact your attorney for guidance.
Planning for Addict Beneficiaries
While the topic of substance abuse in families can be difficult, it’s a growing epidemic that is important to take into account when estate planning.
A Beneficial New Year’s Resolution
Some resolutions are hard to accomplish. This one is easy – but very important, especially with the passage of the SECURE Act.
Graduating From the Kids’ Table
While dividing attendees into two tables works well for a packed house during the holidays, don’t apply this philosophy to estate planning.
Chill Before Serving to Avoid Family Litigation
Litigation can be destructive to families, both financially and emotionally. Learn how families can avoid the courts to settle their differences.