Make Your Estate Plan “Letter” Perfect
Are you creating or updating your estate plan? Primarily, you need a will that divides up your assets among beneficiaries.… Read More
Category: Trusts & Estates
Why You Need a Succession Plan and an Estate Plan
Spoiler alert: In the acclaimed HBO series “Succession,” the patriarch of a family run business, Logan Roy, fails to name… Read More
Estate Planning Pitfall: You Haven’t Properly Funded a Trust
A trust can form the cornerstone of your estate plan, and trusts come in a variety of flavors. Indeed, there’s… Read More
Is Your Estate Plan Ready for Future Estate Tax Law Changes?
The year 2017, when the Tax Cuts and Jobs Act was signed into law, seems like a long time ago.… Read More
Estate Planning Pitfall: You Haven’t Informed Your Family About Your Estate Plan
There’s no question that creating an estate plan can be a major undertaking. But finally putting all the pieces of… Read More
A Difficult Decision: Choosing the Right Person to Be Your Estate’s Executor
The executor of your estate acts as the quarterback of your estate plan. This person calls the shots for your… Read More
Digital Assets: Properly Account for These Assets in Your Estate Plan
In 2024, it’s fair to say that most people have some form of digital assets. This asset type can include… Read More
Bringing Back the Bypass Trust
According to some people, the bypass trust (sometimes referred to as a credit shelter trust) has gone the way of… Read More
Long-Term Care Expenses Can Destroy Your Estate Plan: Plan Accordingly
Estate planning is about much more than reducing taxes; it’s about ensuring your loved ones are provided for after you’re… Read More
Revocable Trusts Offer Benefits, But Beware of Their Drawbacks
There’s a good chance that your estate plan includes a revocable trust — sometimes known as a “living trust.” This… Read More
