Estate Planning

How the 2020 Results may Affect your Estate Plan

The election is over….sort of…while it appears rather certain that Biden will be our next President, President Trump has yet to concede.  It seems clear that the House will retain Read more

Is a Revocable Living Trust Right for You?

A revocable living trust ("RLT"), like a Will, is another vehicle for passing your property at death.  It also allows you to manage your property during life and plan for certain contingencies, like incapacity, Read more

Having the Uncomfortable Talk...With your Parents

Not unlike the talk that most of us dread, but realize we must have with our pre-teens about the “birds and the bees,” working up the nerve to ask your parents about whether they have a Will Read more

Estate Planning 101

October is National Estate Planning month --  what documents do you need to protect yourself, your family and your assets? Read more

Post-Divorce Planning

When you are in the midst of a divorce, your estate planning documents may not be the first thing on your mind.  However, once the Divorce Decree is signed, you will want to make sure you have taken steps to update your documents to reflect your new status and to meet your new goals. Read more

The Checklist - Updating and Maintaining your Estate Planning Documents

Are your affairs in order?  Or, is it time to update your estate planning documents?  The rule of thumb calls for reviewing your plan every 3-5 years or when there is a "life event." Read more

Top 5 (non-tax) Reasons you Need a Will

In 2020, an individual can give away $11.58m during life/at death without any estate or gift tax consequences.  While this tax affects less than 0.2% of the population, Read more

Practical Considerations - Trust Planning

I want to leave my children enough so that each child can do anything he wants, but not so much that he can do nothing. Read more

College Essentials

Most parents don't realize once their child turns 18 they no longer have any legal control over the child's finances, medical decisions or access to medical information.  If your child is about to head off to college Read more

Cohabiting & COVID

More and more committed couples are sharing their lives together, but not formalizing their commitment with a legal civil marriage. Even before COVID disrupted all of our lives there were special estate planning concerns for committed cohabiting couples, now those concerns are front and center as more and more are faced with hospitalization, incapacity, and even death. So, what do you need to know if you are a committed, unmarried couple?  Read more

Estate Planning for the Entrepreneur

Estate planning is simply a plan to dispose of your assets at death. This is typically accomplished with a Will. Over fifty percent of Americans do not have a Will. Entrepreneurs and business owners are not excluded from this statistic and represent a segment of the population that must explore particular considerations in order to meet their goals. What are some of the issues unique to entrepreneurs? What questions should entrepreneurs be asking when analyzing planning options? Read more