If you are one of the millions of people for whom owning a family business... [Read more...]
How Joint Ownership Can Help Avoid Probate
A thorough and comprehensive estate plan will make use of a wide range of estate... [Read more...]
Shrunken Asset Values Open Estate Planning Opportunities
COVID-19, the novel coronavirus, has been a challenge confronting countries around the world. Not only... [Read more...]
Living Trusts and Incapacity Planning
If you are working on an incapacity plan, you may wish to consider the use... [Read more...]
Estate Planning and Charitable Giving — Key Points
If you have been fortunate enough to be in a position during your lifetime to... [Read more...]
Over-Funding Your Retirement Plan: A Potential Estate Planning Problem
If you are like most Americans, you started saving for your retirement about the same... [Read more...]
Best Places to Retire: State Taxation
You owe federal income tax wherever you live. But your overall tax burden can vary... [Read more...]
Whom Do You Want to Get Your Assets?
Most of us have an idea whom we’d choose to receive our assets at our... [Read more...]
Joint Tenancy Pros and Cons
Joint tenancy is a commonly used form of ownership between two or more people. It... [Read more...]
Important Notice Regarding COVID-19
We are happy to report that, despite the COVID-19 pandemic, we are still able to... [Read more...]
Planning for the Sandwich Generation
The Sandwich Generation is torn between caretaking responsibilities for their minor children and their elderly... [Read more...]
Are All of these Estate Planning Documents Necessary?
Occasionally, a client will ask, “Do I really need all of these estate planning documents?” ... [Read more...]
