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Who should know what about your estate plan?
If you have completed an estate plan, have you given much thought to how your intended beneficiaries will discover its…
Practical Guidance for the Executor
If you’ve been appointed as an Independent Executor, you are responsible for administering the estate of a person who died,…
When Your Child Won’t Let You See Your Grandchild
It has always been my belief that it “takes a village” to raise children and grandchildren. To me, that means…
October is National Estate Planning Awareness Month
If you missed August’s National Make a Will Month, don’t worry! The creators of our national holidays clearly understand the…
When Life Changes
How do you make sure that your estate plan will keep up with your ever-changing life? If you have experienced…
Asset Protection for Entrepreneurs
Going into business for yourself is a risky endeavor. From investing in goods and services and hiring employees to simply…
Asset Protection for Entrepreneurs
Going into business for yourself is a risky endeavor. From investing in goods and services and hiring employees to simply…
The Power of a SLAT Spousal Lifetime (or Limited) Access Trust
If you have discussed estate tax-saving tools with your attorney or financial team, chances are you might have come across…
Should my estate plan really be this complex (long)?
One of the comments we often hear from clients is that they just want something simple. And yet when they…
August National Make a Will Month
Of the many obscure “holidays” now nationally recognized, we think August’s national “Make a Will” month is a particularly important…
Business Succession Planning
From the beginning, you have had a plan for your business to succeed. You set goals and developed solutions to…
What Are the Benefits and Risks of Forming an LLC?
If you have decided to start a business and are researching the available business entity types, you may repeatedly come…