Those who take the time to create an Estate Plan usually desire to keep it... [Read more...]
Common Mistakes in Estate Planning – Part II
When people think about an Estate Plan, they often have tunnel vision and focus on... [Read more...]
Common Mistakes in Estate Planning – Part I
Despite knowing that they should have an estate plan, many individuals look for shortcuts to... [Read more...]
Lessons from Patagonia
Estate planning often encompasses, at least in part, business succession planning. Many individuals own family... [Read more...]
Planning for the “Silver Tsunami”
As the population over the age of 65 continues to grow, unique problems arise. For... [Read more...]
Should I Co-Own Property with My Adult Child?
Avoiding probate is a common estate planning goal for good reason. Probate can be costly,... [Read more...]
Discharge of Indebtedness Income and Student Loan Forgiveness
While many taxpayers may be excited about the prospect of reduced loan balances as part... [Read more...]
7 Ways An Estate Planning Attorney Can Help That May Surprise You
When you think about the need for an estate planning attorney, you undoubtedly think about... [Read more...]
More than Just Salad Dressing: The Ongoing Saga of Newman’s Own Foundation
When a famous individual dies, it’s always interesting to see how they set up their... [Read more...]
How Do I Title Thee…Part II
We often recommend a trust as part of a comprehensive Estate Plan. This article is... [Read more...]
How Do I Trust Thee…Part III
If a client’s Estate Plan involves a revocable trust, then the client needs to decide... [Read more...]
How Do I Trust Thee…Part II
When clients undertake Estate Planning, they face the difficult decision of naming one or more... [Read more...]
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