Have you been appointed as the Trustee or successor Trustee of a trust? People often appoint their children or friends, but just as often those people are not familiar with what being a Trustee really […]
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Disability is an important yet often overlooked part of estate planning. Many people will give serious consideration to estate planning for their death, because we all know we’ll eventually die. However, many people don’t plan […]
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Same-Sex Spouses and the IRS What are the rules for same-sex couples when it comes to recognition by the IRS and filing federal tax returns? Here are some questions and answers that provide information to […]
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IRS Tax Scams Tax scammers impersonating the IRS either by phone, email or in person cost people their time and money. The IRS estimates that scams cost victims over $38 million. Here are several tips […]
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Four Good Reasons to Have a Trust Often clients ask me the reasons they should consider or have a Trust. I have outlined the four best reasons that I have encountered in my experience. They […]
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What Does Per Stirpes Mean? I frequently get clients who ask me this question: “What does ‘per stirpes’ mean?” (often they pronounce this as per stripes). In fact, this is a legal term that describes […]
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Two Documents Your 18 year-old Need to Have Before Going off to College We usually don’t think about our children needing to sign legal documents. But before you send your child off to college, there […]
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We know that it is important to have a Will in place. You would think celebrities with large estates would plan their estates, but frequently they die intestate. The consequences of not having a valid […]
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