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November 22, 2022

Revocable Trusts and Irrevocable Trusts – What’s the Difference?

Like a will, a trust is an estate planning tool that determines what happens to assets at death. Different from wills, however,…

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November 15, 2022

Increasing Estate and Gift Tax Exemptions: Don’t Miss Out on This Potential Planning Opportunity

Wealth transfers and tax planning go hand in hand. Tax exemptions reduce the amount of money that is subject to taxation. When…

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November 8, 2022

Funding a Trust: What Does This Entail?

Creating a Revocable Living Trust is a two-step process. Working with an attorney to draft the actual trust agreement is step one….

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November 1, 2022

An Unfortunate Ending for a Prince without an Estate Plan

Occasionally, a celebrity dies without an estate plan in place. The aftermath typically illuminates the importance of estate planning and provides us…

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October 25, 2022

My Spouse Will Not Get on Board with Estate Planning

When it comes to estate planning for married couples, it takes two to tango. In other words, both spouses need to participate…

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October 18, 2022

Selecting a Friend or Family Member as Trustee: Communication Is Key

Choosing your trustee is an important decision. If you select a friend or family member for this role, you are asking this…

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October 11, 2022

When Casual Contract Work Grows into Something More

In the “sharing economy,” there is a new trend afoot and it is flourishing. People are finding new ways to earn money;…

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October 4, 2022

Estate Planning Starts Here

When it comes to beginning the estate planning process, we start with an in-person consultation. While some attorneys may offer free quotes…

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September 27, 2022

Seniors: 5 Rules for New Caregivers

Becoming a caregiver is an important role and responsibility. Regardless of whether you are serving as a caregiver for an elderly family…

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September 20, 2022

The Pet Trust: Don’t Forget Fido and Penelope

While the idea of a pet trust might conjure images of a pampered cat eating out of a crystal dish or a…

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