Beneficiary Designations: What Are They And Why Are They Important?
When you’re planning your estate, you’ll hear much about beneficiary designations. They’re a fundamental part of the planning process,...
top of page
Mar 30, 20233 min read
Lifetime Gifting & Estate Tax
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...
Mar 30, 20233 min read
Pros and Cons of a Transfer on Death Account
In the estate planning world, no method is perfect. Even with something like a transfer on death (TOD) account, there are both pros and...
Jun 6, 20181 min read
Preserving Your Legacy
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...
Jun 6, 20181 min read
Sibling Rivalry Rears Ugly Head After Death
Sibling Rivalry Rears Ugly Head After Death Whoever said two things in life are certain - Death and Taxes - should have added a third...
Jun 6, 20181 min read
Trustees Who Breach Their Fiduciary Duties
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...
Jun 6, 20181 min read
Sibling Rivalry
Sibling Rivalry Whoever said there are two things in life that are certain - Death and Taxes - really should have added a third one to...
Jun 6, 20183 min read
Who Should You Trust as Trustee?
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...
Jun 6, 20183 min read
Switching Places: How Children Can Protect Their Parents
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...
Jun 6, 20184 min read
Joint Tenancy: Who Really Survives?
Any accountant, real estate agent or attorney who is reviewing a married couple’s household documents can tell you that one thing pops up...
bottom of page