When a famous individual dies, it’s always interesting to see how they set up their... [Read more...]
What’s Estate Planning Got to do with Interest Rates – Part II
As interest rates continue to climb, Estate Planning practitioners look to different planning techniques to... [Read more...]
What’s Estate Planning Got to do with Interest Rates – Part I
Interest rates were at historic lows for many years. Those rates have begun to rise... [Read more...]
The Intersection of Asset Protection Planning and Estate Planning – Part II
As part of the Estate Planning process, an attorney explores numerous topics with the client... [Read more...]
The Intersection of Asset Protection Planning and Estate Planning – Part I
As part of the Estate Planning process, an attorney explores numerous topics with the client... [Read more...]
The Inflation Reduction Act
President Biden scored a win on some issues, but a loss on others when he... [Read more...]
Death and Your Digital Footprint
As more and more individuals get comfortable in the digital world, Estate Planning has evolved... [Read more...]
How Do I Trust Thee…Part III
If a client’s Estate Plan involves a revocable trust, then the client needs to decide... [Read more...]
How Do I Trust Thee…Part II
When clients undertake Estate Planning, they face the difficult decision of naming one or more... [Read more...]
How Do I Trust Thee…Part I
When clients undertake Estate Planning, they face the difficult decision of naming a trustee after... [Read more...]
How Do I Title Thee…Part II
We often recommend a trust as part of a comprehensive Estate Plan. This article is... [Read more...]
How Do I Title Thee…Part 1
We often consider Estate Planning documents such as a Will, Trust, Property Power of Attorney,... [Read more...]
