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Category: Estate Planning
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Changes to Medicare Advantage Plans 2025

A small number of participants whose plan has been terminated for 2025 will not be automatically assigned to a new plan.

Does a Joint Account Avoid Probate?

Naming a child on your bank accounts can lead to numerous consequences, including potential costly estate litigation.

September 27, 2024
Why Do I Need to Engage in Estate Planning?

Engaging in estate planning now can ensure that upon incapacitation or death, your assets will be transitioned smoothly to your beneficiaries.

September 26, 2024
Estate Planning for Beneficiaries: How to Protect Children With a Descendants Trust

Learn what a descendants trust is and how it can help protect beneficiaries in the future from bad financial decisions, divorce, and more.

September 23, 2024
Who Does the Corporate Transparency Act Apply To?

The Corporate Transparency Act requires most entities to report “beneficial owners” and those who have substantial control or decision-making authority.

September 21, 2024
Digital Assets Estate Planning

What documents should be updated in your estate plan to reflect your wishes regarding email, social media accounts, and more?

September 15, 2024
What Are the Different Types of Trusts?

The right trust for you will depend on the problems you are trying to solve. This blog post breaks down some of the most common types of trusts and when they might be beneficial.

September 5, 2024
Is it better to gift property before or after death?

While it may be tempting to gift your house now, there are tax consequences in doing so.

August 19, 2024
Estate Tax Planning with SLATs

A SLAT is an irrevocable trust created by one spouse for the benefit of the other that can help reduce estate tax liability at the time of death.

August 13, 2024
Estate Planning for Unmarried Couples

Many traditional rights having to do with health care, taxes, and inheritance do not apply to unmarried couples, making estate planning even more important.

July 8, 2024
Gifting for Graduates

There are several factors in determining if a cash gift is a taxable event for the gift-giver. 

June 15, 2024

Our Blog

Thought Leadership

Estate planning is all about preparation and ensuring that your assets are distributed in line with your wishes. It’s a comfort knowing your loved ones will be cared for just as you intend. However, life’s unpredictability sometimes throws a curveball. What if a beneficiary becomes disabled after you’ve finalized your estate plan?

September 8, 2023 Read Article

Estate planning involves careful consideration of various factors to ensure that your assets are protected and distributed according to your wishes. One element that can add an extra layer of flexibility and protection to your trust is the inclusion of a Trust Protector.

July 14, 2023 Read Article

Everyone knows the statistics – almost 50% of marriages in the United States end in divorce. Second and third marriages fail at an even higher rate.

May 15, 2023 Read Article

Mental illness refers to a wide range of conditions that affect an individual’s mood, thinking, and behavior. These conditions can affect a person’s ability to function in daily life and can vary in severity from mild to severe.

April 3, 2023 Read Article

When the SECURE Act passed in 2019, the biggest impact on estate planning was the elimination of the “lifetime stretch” for most beneficiaries of individual retirement plans (IRAs).

March 10, 2023 Read Article

We use the phrase “estate plan” dozens of times every day. It is useful for us attorneys because it describes a group of documents. Unfortunately, estate planning sounds much fancier than it is.

February 6, 2023 Read Article