June 28, 2022 •
Estate Planning 
Due to recent tax law changes, your family may be able to avoid adverse federal estate tax consequences when you leave assets to your adult children.
Read MoreJune 27, 2022 •
Estate Planning 
Firearms are unique in this regard; guns are the only item of personal property that carry an inherent risk of legal peril, including potential criminal liability, so careful and deliberate planning is warranted.
Read MoreJune 24, 2022 •
Estate Planning 
The Treasury Department is on the cusp of changing a taxpayer-friendly regulation regarding federal estate taxes, but there’s no need to panic. As long as taxpayers can show that their gifts are truly gifts, they should not be affected by the revision.
Read MoreJune 23, 2022 •
Estate Planning 
When you set up your estate plan it is important to coordinate the legal planning documents that you or you and your attorney create with the document provided by your retirement account custodian and/or your life insurance carrier called a ‘Designation of Beneficiary.’
Read MoreJune 22, 2022 •
Estate Planning 
Signing a prenup doesn’t indicate that you don’t have faith in your marriage, just like buying car insurance doesn’t mean you expect to get in a crash.
Read MoreJune 21, 2022 •
Estate Planning 
For disabled persons receiving financially based government benefits, a supplemental needs trust (‘SNTs’) can safeguard benefits and serve as an effective estate planning tool.
Read MoreJune 20, 2022 •
Estate Planning 
Completing an estate inventory can be one of the most challenging aspects of being the executor of an estate.
Read MoreJune 17, 2022 •
Estate Planning 
One of the most important decisions you’ll have to make when creating an estate plan is which estate planning attorney to work with.
Read MoreJune 16, 2022 •
Estate Planning 
Ben Franklin once said, ‘… nothing can be said to be certain, except death and taxes.’ For all certainties in life, the best thing you can do is plan for their eventual occurrence.
Read MoreJune 15, 2022 •
Estate Planning 
Grantor retained annuity trusts, intentionally defective grantor trusts, spousal lifetime access trusts, oh my! If you overhear two estate planning attorneys at a coffee shop, it would not be unreasonable to think that all clients have estate plans filled with trusts.
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