Your estate plan is modifiable. This means that as your personal circumstances change, you can... [Read more...]
What Does the Respect for Marriage Act Mean for Estate Planning?
When the Supreme Court issued its opinion in Dobbs v. Jackson Women’s Health Organization, 597... [Read more...]
What Bruce Willis Can Teach Us About Incapacity Planning
When Bruce Willis recently announced his retirement from acting because of aphasia, it sent shockwaves... [Read more...]
Medicaid (Medi-Cal) Planning
When determining whether an individual qualifies for Medicaid, states impose both functional and financial tests.... [Read more...]
The Intersection of Bank Failure and FDIC Insurance
Three banks recently collapsed in one week sending shockwaves through the banking industry. Many may... [Read more...]
What’s in President Biden’s Revenue Proposals?
Retirement plans offer a terrific opportunity for taxpayers to save for their retirement in a... [Read more...]
Estate Planning for Pet Owners
If you are a pet owner, you know how much your furry friend means to... [Read more...]
The View from Heckerling
Each year the University of Miami sponsors the Heckerling Institute on Estate Planning. The 57th... [Read more...]
How to Protect Your Business in Your Estate Plan
If you are a business owner, protecting your business is likely a top priority. Incorporating... [Read more...]
The Pros and Cons of Living Trusts in Estate Planning
Estate planning is an important process that can help ensure that your assets are distributed... [Read more...]
Estate Planning for Retirement
Retirement is a time when many people shift their focus from accumulating wealth to preserving... [Read more...]
Estate Planning for Unmarried Adults
Unmarried adults face unique challenges when it comes to estate planning. Without a spouse and... [Read more...]
