A lot of people assume that a will is the only document that you need... [Read more...]
The Not-So Transparent Corporate Transparency Act
Estate Planning attorneys need to understand multiple issues ranging from taxes to asset protection to... [Read more...]
Use a Trust to Address These Estate Planning Situations
Trusts are misunderstood by many people that are new to the concept of estate planning.... [Read more...]
What You Need to Know About SECURE Act 2.0
IRAs have become ubiquitous components of estate plans. The SECURE Act of 2019 altered the... [Read more...]
Can You Use Lifetime Gift Giving to Avoid Estate Taxes?
There are not many downsides to wealth accumulation, but there is an exception when it... [Read more...]
Estate Planning Tips for Blended Families
There are different estate planning approaches that can be taken depending on the circumstances. If... [Read more...]
Holistic Estate Planning: Anticipate the Eventualities of Aging
In part, our field is devoted to events that will take place after you pass... [Read more...]
The Lessons from Lisa Marie
Regular readers of this blog often see articles regarding the latest celebrity whose death created... [Read more...]
The Sky Isn’t Falling
When we learned of the original provisions in the Build Back Better Act, many individuals... [Read more...]
2022 Medicaid Spousal Allowances Update
As life care planning attorneys, we advise clients that are preparing to transition into different... [Read more...]
2022 IRA RMDs Have Been Reduced
The Internal Revenue Service has reviewed the formula that is used to calculate the required... [Read more...]
Estate Planning Survey: Americans Are Woefully Unprepared
While it is true that passing away is at the bottom of everyone’s to do... [Read more...]
