When you’re planning your estate, you’ll hear much about beneficiary designations. They’re a fundamental part of the planning process,...

There are many reasons why estate planning is essential. However, one of the main reasons we call out in that article is the idea of...

In the estate planning world, no method is perfect. Even with something like a transfer on death (TOD) account, there are both pros and...

As an estate planning attorney, one of the questions I get the most is how can I be sure that my kids aren't going to just waste my money...

Sibling Rivalry Rears Ugly Head After Death Whoever said two things in life are certain - Death and Taxes - should have added a third...

Ignorance of the Law is Not an Excuse It is shocking to see how many Trustees break the law and violate their fiduciary duties. The...

Sibling Rivalry Whoever said there are two things in life that are certain - Death and Taxes - really should have added a third one to...

Over the past few years I’ve worked with many people who have lost a loved one to help them understand how big their job is as trustee of...

In the last few years, the United States has started to see a distinct change in the age of the population. In 2009, over 15% of the...

Any accountant, real estate agent or attorney who is reviewing a married couple’s household documents can tell you that one thing pops up...