If you find yourself in a situation where you and your siblings appear unable to... [Read more...]
When Should I Retire?
Social Security retirement benefits play a significant role in budgeting for retirement for many people.... [Read more...]
Can a Beneficiary Also Be a Trustee of an Irrevocable Life Insurance Trust?
Trusts are often found in the average estate plan. In fact, trusts have evolved to... [Read more...]
What Are the Spousal Impoverishment Rules?
If you are currently enjoying your retirement years, or will be soon, there is a... [Read more...]
Do I Need an Advance Directive?
You are likely accustomed to making healthcare related decisions for yourself and you probably assume... [Read more...]
Will My Estate Pay Taxes?
If you have a moderate to large estate, one of your estate planning goals should... [Read more...]
What Happens When a Will is Probated?
If you find yourself directly involved in the probate of a Will for the first... [Read more...]
Dangers of Do-It-Yourself Estate Planning
Occasionally, those who are not Estate Planning attorneys will attempt to do their own Estate... [Read more...]
Tax Reporting with Trusts
Grantor trusts are trusts which are income taxed to the “substantial owner” of the trust.... [Read more...]
Taxation of Nongrantor Trusts
“Nongrantor” trusts are trusts which aren’t taxed to a substantial owner pursuant to the grantor... [Read more...]
Advantages of Using a “Grantor Trust” in Planning
Grantor trusts are trusts which are income taxed to the “substantial owner” of the trust.... [Read more...]
Beneficiary Designations and the SECURE Act: Prior Designations
Beneficiary designations can be deceptively simple. But their simplicity is sort of like an iceberg.... [Read more...]
