What Is a Totten Trust?
We endeavor to demystify various elements of the estate planning process, including the devices that are sometimes used. In this
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The Importance of Incapacity Planning
Incapacity planning is a crucial aspect of comprehensive estate planning. It involves making provisions for situations where an individual becomes
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Estate Planning Procrastination Is All Too Common
Estate planning is one of those tasks that often sits on the “I’ll handle it later” shelf. Though essential, many
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The Magic of Grantor Trusts
Grantor trusts are a particularly powerful tool in estate planning. They allow the taxpayer to remove assets from their taxable
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Top 12 Inheritance Planning Tips
When it comes to securing your financial future and that of your loved ones, inheritance planning plays a pivotal role.
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Digital Estate Planning Is Essential in Our Modern Era
We live in a world overflowing with digital assets. From social media accounts to online banking, our virtual belongings have
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The Wonder of Wills
Many Estate Planning attorneys have fielded a question regarding whether an Estate Plan was necessary, or whether a Will is
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R-E-S-P-E-C-T Find Out What It Means To…Your Estate Plan
Individuals often have reservations about seeking out an attorney’s help with their Estate Plan. Sometimes they worry about the cost,
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529 Plans – The “Holy Grail” of Estate Planning
When Estate Planning practitioners talk about the “Holy Grail” of Estate Planning, they generally mean the intentionally defective grantor trust
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5 Things You Should Know About Trusts
Far too many people make estate planning decisions without having a full understanding of the options that are available. They
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Can You Revoke a Trust If Things Change?
People sometimes harbor misconceptions because they hear half-truths, which will often enter the picture in the estate planning realm. We
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Do You Have These Essential Estate Planning Documents?
When you enter uncharted waters to take on a responsibility that is not in your wheelhouse, you should break it
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