This is part of a series of articles on updating your plan now that we... [Read more...]
Post-Pandemic Updating: Powers of Attorney
This is part of a series of articles on updating your plan now that we... [Read more...]
Estate Planning Conference Discusses “For the 99.5% Act,” SECURE, and More
The Heckerling conference, the largest conference for Estate Planning in the country, occurred recently. Many... [Read more...]
Can a Spouse Contest a Will?
When a spouse passes away there are also several practical and legal matters that must... [Read more...]
Using Disclaimers to Achieve Your Planning Goals
Disclaimers can be a good way of getting assets where you want them to go.... [Read more...]
How to Dispose of “Stuff”
Clients are often most concerned about how to dispose of their tangible personal property, i.e.,... [Read more...]
What Does a Trustee Do?
In recent years, trusts have become a commonplace addition to even the simplest estate plan. ... [Read more...]
Use It Before It’s Gone
The amount you can pass free from estate tax is at a record high of... [Read more...]
CRT: Best Tool for Proposed Tax Changes?
Pending tax proposals could increase capital gains rates, among other things. These proposed changes could... [Read more...]
Tax Proposals Could Alter Estate Planning Landscape
Senators Sanders and Whitehouse have introduced legislation in the Senate which could significantly alter the... [Read more...]
Key Trust Administration Steps for the First-Time Trustee
Trusts are frequently used in estate planning because of their flexibility and because of the... [Read more...]
The Role of the Estate Planning Attorney
Clients often come to an Estate Planning attorney with specific ideas in their minds. The... [Read more...]
