Once again the IRS has published is list of “Dirty Dozen” tax schemes. Many of... [Read more...]
Charitable Trusts: How to Give Back and Reduce Taxes
Charitable trusts present a unique opportunity to contribute to causes you care about while also... [Read more...]
The Joy in Joint Trusts
Joint trusts offer clients many benefits both during life and after death. Those with joint... [Read more...]
Should In Re Gregory Hall Trust Change the Way We Think About Amending Trusts?
Revocable Trusts offer many great benefits for the grantor and the beneficiaries both during life... [Read more...]
Understanding the Role of Life Insurance in Estate Planning
Life insurance, while commonly associated with providing financial security for loved ones in the event... [Read more...]
What It Means to Disclaim
Disclaimers are an effective Estate Planning tool for the Trust and Estate Practitioner. They allow... [Read more...]
How to Choose the Right Trustee for Your Trust
Choosing the right trustee for your trust is a decision that requires careful thought and... [Read more...]
Estate Planning for Individuals with a Terminal Illness
Facing a terminal illness can be overwhelming, but it's important to take steps to ensure... [Read more...]
A Living Trust Allows for Estate Privacy
Some people come to an estate planning attorney without really knowing anything at all about... [Read more...]
Probate in California – Creditor Notifications
As part of the probate process, any creditor who was owed money by a deceased... [Read more...]
Why Will Reading is a Myth
There's no shortage of popular myths and misconceptions about the law, but one of the... [Read more...]
You Need a Plan to Avoid Losing Your Nest-Egg to Nursing Home Costs
For most people, even retirees and other seniors, the idea that you might have to... [Read more...]
