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...]
How Do I Trust Thee…Part I
When clients undertake Estate Planning, they face the difficult decision of naming a trustee after... [Read more...]
Is It Too Late for Medicaid Planning to Help Me?
Experienced estate planning attorney typically advise clients to incorporate a Medicaid planning component in their... [Read more...]
Choose Your Fiduciaries Wisely
Like many people, you may not have given much thought to your choice of fiduciaries... [Read more...]
What the Proposed Treasury Regulations Mean for Deductions Under Internal Revenue Code Section 2053
To determine a decedent’s taxable estate, the Internal Revenue Code allows the decedent’s estate to... [Read more...]
Death and Your Digital Footprint
As more and more individuals get comfortable in the digital world, Estate Planning has evolved... [Read more...]
Understanding Undue Influence – Part II
Whenever a client’s Estate Plan deviates from the expected disposition, it raises questions for the... [Read more...]
Understanding Undue Influence – Part I
Whenever a client’s Estate Plan deviates from the expected disposition, it raises questions. Most of... [Read more...]
Common Probate Mistakes
Common probate mistakes are bound to plague you if you have a loved one who... [Read more...]
How to Safely Store Your Estate Planning Documents
Creating a good estate plan is one of the most powerful gifts you can give... [Read more...]
Understanding Tax Apportionment Clauses
Many individuals mistakenly believe that they need a large estate before concerning themselves with taxes... [Read more...]
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