May 18, 2022 •
Estate Planning 
Dealing with the loss of a loved one is never easy. When inheritances, homes, estates and mortgages are involved, tensions can run high within a family. It is easy to get lost in the paperwork and terms.
Read MoreMay 10, 2022 •
Estate Planning 
Your dad bequeathed you a generous sum of money on his passing. Those gifted and inherited assets, in many instances, will be considered ‘separate property,’ not marital property. That might mean that they might not be subject to division, if you divorce. However, perhaps you want to backstop that hoped for result to make the protection more likely to stick if your marriage doesn’t work out.
Read MoreNovember 26, 2021 •
Estate Planning 
While no one wants to think about his or her own death, planning for the inevitable is an important part of protecting your assets and those you love.
Read MoreNovember 24, 2021 •
Estate Planning 
Unless you spend your winters in Aspen and your summers in the Hamptons, you probably don’t have to worry about paying federal estate taxes on an inheritance. In 2021, the federal estate tax doesn’t kick in unless an estate exceeds $11.7 million.
Read MoreMay 12, 2021 •
Estate Planning ![]()
While a will is one of the most important estate planning documents you can have, there are things that a will won’t cover.
Read MoreApril 5, 2021 •
Estate Planning ![]()
When you hear the word trust fund, you might think of the uber-wealthy giving their kids a big chunk of cash on their 25th birthday. However, trust funds aren’t just for the rich.
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