The SECURE Act of 2019 altered the landscape for IRAs significantly when signed into law.... [Read more...]
Understanding the Importance of the Simultaneous Death Act
Most spouses create Estate Plans that are intertwined. The plans work well on numerous levels... [Read more...]
IRS Confirms Grantor Trust Status Alone Does Not Cause a Step-Up in Basis
The IRS released Revenue Ruling 2023-2 explaining that assets in a trust which is not... [Read more...]
National Make-a-Will Month
Although many Estate Plans have a Revocable Trust as the foundation for the plan, Wills... [Read more...]
Why a Durable Power of Attorney Matters
Estate planning is not just about determining how your assets will be distributed after your... [Read more...]
Lessons from Celebrity Estate Planning Mistakes
Celebrity estate planning mistakes have made headlines over the years, serving as cautionary tales for... [Read more...]
Cryptocurrency and Your Estate Plan
The surge in popularity and value of cryptocurrencies like Bitcoin, Ethereum, and countless others has... [Read more...]
What to Consider When Setting Up a Trust for a Child with Special Needs
When you're the parent or guardian of a child with special needs, planning for their... [Read more...]
Estate Planning for Non-U.S. Citizens Residing in the U.S.
Estate planning for non-U.S. citizens residing in the United States presents a unique set of... [Read more...]
Joint Property and Your Probate Avoidance Plan
If you ask an average person what he or she knows about probate, you'll likely... [Read more...]
How to Plan for a Blended Family in Your Estate Plan
Blended families, where one or both spouses have children from a previous relationship, can present... [Read more...]
Understanding the Role of a Trustee in Estate Planning
A trustee is a key player in estate planning, responsible for managing and distributing assets... [Read more...]
