Income tax basis is important in estate planning. This article by my friend and colleague... [Read more...]
Make Your Own Plan
Planning is important. If you don’t plan, your assets go pursuant to the state’s default... [Read more...]
Does a “Love Child” Inherit from a Parent’s Estate?
Families tend to be complicated, which often means that estate planning is both complicated and... [Read more...]
What Happens If We Can’t Agree on Who Should Administer My Mother’s Estate?
The death of a parent, no matter how old you are, is never easy to... [Read more...]
Choosing the Right Trustee Matters More than You Realize
Like many people, you may decide to incorporate a trust into your comprehensive estate plan.... [Read more...]
Estate Planning? How do I Start?
We understand if engaging in the estate planning process seems like a big deal. There... [Read more...]
Can Someone Object to Me Becoming My Father’s Conservator?
For an adult child, there are few things more difficult than realizing that a father... [Read more...]
Planning for Special Needs Children
Planning is important when providing for any of your children. But planning is even more... [Read more...]
Ins and Outs of Inheriting an IRA
What are the tax implications of an inheriting an IRA? The answer depends on several... [Read more...]
Where Do It Yourself = Do It Wrong
An estate plan is an important part of one’s plan for the future. Many realize... [Read more...]
Planning for the Unexpected
It’s important to have a plan. If you don’t have a plan, your state law... [Read more...]
Planning for Education Expenses
Planning is important when providing for your children or grandchildren. But planning for their education... [Read more...]
