Being a grandparent means you get all the fun of being a parent without all... [Read more...]
Why Is Special Needs Planning Necessary?
If you are the parent of a child with special needs, you understand the joy... [Read more...]
Questions to Ask Your Estate Planning Attorney
Despite understanding the importance of having an estate plan in place, over half of all... [Read more...]
5 Common Trust Mistakes
Although a Last Will and Testament is likely the cornerstone of your estate plan, you... [Read more...]
Can a Beneficiary Terminate a Trust?
Trusts have evolved to the point where it is common to find at least one... [Read more...]
Spotting the Signs of Elder Abuse
You likely have a loved one that is elderly and that may be particularly vulnerable... [Read more...]
Biden Administration Could Reduce Estate Tax Exclusion
The Senate is currently primarily controlled by Democrats. Could this impact your Estate Planning? It's... [Read more...]
Trust Distribution Standards May Be Very Broad
Trustee distribution standards could be very broad. “Health, education, maintenance, and support” is such a... [Read more...]
Revocable Trusts Are Not Always Treated the Same as an Individual
A revocable trust is treated the same as the individual for most purposes. But for... [Read more...]
It’s Important to Have a Coordinated Estate Plan
There are many parts to an Estate Plan. The Revocable Trust is just one part.... [Read more...]
Roth IRAs Can Be a Great Planning Strategy: Advanced
This is the second in a two-part series on Roth IRAs by my friend and... [Read more...]
Roth IRAs Can Be a Great Planning Strategy: Basics
Roth IRAs can be a great planning strategy. They can save taxes and help in... [Read more...]
