Skip to content

Blog

Why Do I Need a Trust?

Why Do I Need a Trust?

The estate and gift tax elements of the American Taxpayer Relief Act extended the favorable rules that were previously in place. The $5 million exemption,

Read More
Choose Carefully When Choosing Your Successor Trustee

Choose Carefully When Choosing Your Successor Trustee

It’s smart to work with an estate planning attorney to set up a will or a trust. But it’s not so wise to put these

Read More
Not to be Morbid, but You Should Be Preparing for the End of Your Life

Not to be Morbid, but You Should Be Preparing for the End of Your Life

Some of the basics we all need to have are a budget, a bank account, insurance and an estate plan. This last one shouldn’t be

Read More
Do You Have a Powerful Power of Attorney?

Do You Have a Powerful Power of Attorney?

In some circumstances, no legal document is more critical than a power of attorney, and it’s one that is full of potential pitfalls. This form

Read More
Are You Up for the Big Job of Being an Executor?

Are You Up for the Big Job of Being an Executor?

Being named an executor of a will is a big responsibility. However, most individuals selected know nothing about what they need to do in the

Read More
Win-Win With Charitable Trusts

Win-Win With Charitable Trusts

If you have several substantial bequests to charities in your will, this Kiplinger’s article asks if it would be better to see the charity use

Read More
Special Needs Trusts Available to Everyone Who Needs One

Special Needs Trusts Available to Everyone Who Needs One

A child who suffers the onset of severe epilepsy and developmental regression may require lifelong special needs. This calls for a redrafting of a basic

Read More
Hey, Do You Want to be Executor of My Estate?

Hey, Do You Want to be Executor of My Estate?

If you and your spouse have no children, are retired and have a sizable estate, MarketWatch asks whether it is okay to use an attorney

Read More
Don’t Add to Your Family’s Stress If You Die Young

Don’t Add to Your Family’s Stress If You Die Young

Raising the topic of your own death with your parents, siblings, or partner may sound silly if you’re in your 20s or 30s, particularly if

Read More
Take Life’s Transitions Seriously

Take Life’s Transitions Seriously

Many folks take on estate and financial planning in a piecemeal manner. It’s something they visit every now and then. Maybe they speak with an

Read More
Persistent Problems with Powers of Attorney

Persistent Problems with Powers of Attorney

Your parents or other relatives signed a durable power of attorney, which lets you handle their finances in the event they become incapacitated. However, The

Read More
What’s the Big Deal about Writing a Will?

What’s the Big Deal about Writing a Will?

CNBC’s article, “Prince or pauper, young or old, here’s why you still need a will,” lists the top three reasons why it’s vital to write

Read More

SUBSCRIBE TO OUR MAILING LIST

CONTACT US

FOR YOUR ESTATE AND ELDER LAW NEEDS