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What is a Bypass Trust and Do I Need One?

A bypass trust—also known as a credit shelter trust—is a type of trust commonly used in estate tax planning for married couples.

April 23, 2025

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Thought Leadership

As I walked along the beach road where I live, I saw a bright spot in the grass which turned out to be a rock, painted pink and inscribed with “LOVE”. I put this new treasure in my pocket and continued to the beach, contemplating the state of current affairs.

May 1, 2020 Read Article

This year my marks my firm’s 25th year and tomorrow is Administrative Assistants day. These are the stories about the people who make up the firm.

April 21, 2020 Read Article

I have a confession to make. I did a Tedx talk in 2016, entitled: “Making Heads or Tails of the Third Age” and I never looked at it again.

April 16, 2020 Read Article

Last week, I was reminded of a turning point in my early years when trying to integrate my family life with my professional life. The recent upheaval caused by the pandemic has highlighted the difficulty in creating a “work-life balance.”

April 16, 2020 Read Article