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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Do I Have to Be Wealthy to Have a Trust?
There are a lot of misconceptions that circulate about estate planning. One of them is the idea that trusts are
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What Bruce Willis Can Teach Us About Incapacity Planning
When Bruce Willis announced his retirement from acting because of aphasia, it sent shockwaves through Hollywood and across the country.
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The Lessons from Lisa Marie
Regular readers of this blog often see articles regarding the latest celebrity whose death created a mess because their Estate
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