Skip to content

Blog

Great Info on GRATs

Great Info on GRATs

A GRAT is a trust that is typically created by a grantor who transfers assets, like stock or closely-held business interests, to the GRAT for

Read More
Saying “I Do” Again in Your Golden Years

Saying “I Do” Again in Your Golden Years

A late-in-life remarriage can get extremely complicated, says New Hampshire Magazine in “Navigating Late-Life Remarriage.” This is especially true if you don’t know your legal

Read More
Are You Ready to Take Your RMDs (Required Minimum Distributions)?

Are You Ready to Take Your RMDs (Required Minimum Distributions)?

Kiplinger’s recent article, “FAQs About Required Minimum Distributions for Retirement Accounts,” contains some practical advice to help you comply with IRS requirements. For example, if

Read More
Pennsylvania Woman Left with Nothing from Lover’s Estate

Pennsylvania Woman Left with Nothing from Lover’s Estate

A Pennsylvania woman won’t get a dime from the estate of her long-time lover. That’s because he didn’t name her in his will, says the

Read More
Kentucky Dental Grad Gives Back with Scholarship in Estate Plan

Kentucky Dental Grad Gives Back with Scholarship in Estate Plan

November is National Philanthropy Month. It’s a time when the University of Kentucky can show its gratitude to those generous donors who are important contributors

Read More
Hybrid Life Insurance as an Estate Planning Tool

Hybrid Life Insurance as an Estate Planning Tool

The concept of leveraging your assets and maximizing your estate with life insurance is a common strategy that has been used by many retirees for

Read More
Please Pass the Cranberries and Get Your Important Documents in Order!

Please Pass the Cranberries and Get Your Important Documents in Order!

Thanksgiving week is a time to celebrate and gather around the table with our families. CBS Boston’s article, “Our Families: The Important Papers,” suggests that

Read More
Are Your “Not Dead Yet” Documents in Order?

Are Your “Not Dead Yet” Documents in Order?

AgPro’s recent article, “4 Estate Planning Documents You Need Beyond a Will,” asks: What if you get hit by a bus tomorrow? Estate planning attorneys

Read More
A Sound Succession Plan is an Integral Component of a Complete Estate Plan

A Sound Succession Plan is an Integral Component of a Complete Estate Plan

Many entrepreneurs have their noses to the grindstone and a laser focus on growing their companies. While they’re working hard at it, they can fail

Read More
Blended Family Estate Planning

Blended Family Estate Planning

The best time to start estate planning is now—before the plan needs to be implemented, says The Fairfield Bay News in “Estate Planning Tips for

Read More
Create an Estate Plan without the Potential for Family Fighting

Create an Estate Plan without the Potential for Family Fighting

It’s not uncommon for parents to be mediators between their children. But after they pass away, siblings can battle more frequently and more aggressively. The

Read More
No One is Exempt from Planning for Incapacity

No One is Exempt from Planning for Incapacity

Incapacity planning is about designating how you want to be cared in the event that you lose your cognitive ability. It’s hard to face, but

Read More

SUBSCRIBE TO OUR MAILING LIST

CONTACT US

FOR YOUR ESTATE AND ELDER LAW NEEDS

On Demand Workshop Opt-In

"*" indicates required fields