What are the Basics of Trusts?

August 9, 2023

When you think of a trust, you may have visions of contentious family gatherings in an attorney’s office after the death of a patriarch or matriarch. And sure, why not add sibling rivalries on par with the Roy family of Succession fame to keep things interesting?

Estate Planning

Married Couples can Use Estate Tax Exemptions in Estate Planning

August 9, 2023

A primary goal of most married couples when contemplating basic estate planning documents is to ensure that the surviving spouse, and commonly, the couple's children and grandchildren, are supported financially.

Estate Planning

Can You Keep a Vacation Home in the Family for Generations?

August 9, 2023

The family vacation home is often a point of pride, a place for reconnecting and making memories. A vacation home, whether it’s in the mountains, near the sea, on a lake, or on a farm, can have sentimental as much as economic value.

Celebrity Estates | Estate Planning | Incapacity Planning | Planning for Minor Children | Probate

Which is better for your estate plan a will-based plan or a trust-based plan?

August 9, 2023

Either a will or trust can be the foundation of your estate plan. If it’s a trust, it’s usually a revocable living trust.

Estate Planning

How Can I Leave Property to a Minor?

July 20, 2023

You cannot name a legal minor as a beneficiary. This applies to almost all legal documents, most notably wills and life insurance policies.

Business Succession Planning | Estate Planning | Planning for Retirement

Estate Planning and other Considerations for the Self-Employed.

July 18, 2023

This blog discusses the key estate planning concerns that self-employed individuals should address.

Elder Law | Estate Planning | Planning for Minor Children

Should You Put Your Child’s Name on the Deed to Your House?

July 11, 2023

If a child you’ve added to your deed goes through a divorce, has tax issues, is sued by someone, or must declare bankruptcy, your house could be on the chopping block!

Elder Law | Estate Planning | Estate Planning for Dementia | Incapacity Planning

What is HIPAA Authorization?

July 9, 2023

Other than covered entities and business associates, which other entities are covered by the HIPAA rules?

Estate Planning | Planning for Married Couples | Planning for Minor Children | Planning for Retirement

What are the Main Reasons for Using a Trust?

July 9, 2023

When you think of a trust, you may have visions of contentious family gatherings in an attorney’s office after the death of a patriarch or matriarch.

Special needs child in a wheelchair with a dog

Estate Planning

How Does a Special Needs Trust Work?

July 9, 2023

If you have a family member with special needs, you might face emotional and physical issues. However, you also may be concerned about maximizing the financial support that your loved one requires.

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Estate Planning Blog

What are the Basics of Trusts?

Married Couples can Use Estate Tax Exemptions in Estate Planning

Can You Keep a Vacation Home in the Family for Generations?

Which is better for your estate plan a will-based plan or a trust-based plan?

How Can I Leave Property to a Minor?

Estate Planning and other Considerations for the Self-Employed.

Should You Put Your Child’s Name on the Deed to Your House?

What is HIPAA Authorization?

What are the Main Reasons for Using a Trust?

How Does a Special Needs Trust Work?

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