Tax Planning for 2022
Planning is important for your income taxation during life as well as for any estate tax at death. Even though 2022 is just starting, it’s not too early...... Read More
Estate Planning, legal education Blog
The Importance of Naming a Successor Trustee
Though once used almost exclusively by wealthy families to pass down the family fortune, trusts are now commonly found in... Read More
Trust Administration 
Don’t be a Turkey – Use Your Annual Per Donee Exclusion Amount
As fall turns into winter and the holiday season arrives, it’s natural to review the year, plan for the next, and count your blessings. One of the ways...... Read More
Estate Planning, legal education 
Can I Qualify for Veteran’s Benefits and Medicare?
In the United States, veterans and their dependents enjoy a wide range of benefits for their service to the country.... Read More
General 
Top 5 Estate Planning Goals
When you think about creating an initial estate plan, you likely focus entirely on the need to create a roadmap... Read More
Estate Planning 
Estate Planning Reduces Stress During High Anxiety Times
During times of high stress such as tragedy or emergency, we tend to feel helpless. This article explores how a comprehensive estate plan helps reduce anxiety in uncertain...... Read More
Estate Planning, legal education 
Keeping Elderly Loved Ones Safe in the Age of Social Media
In today’s electronics culture, just about everyone owns a cellphone, tablet, or laptop computer on which they spend a good... Read More
Elder Law 
Common Trust Administration Mistakes
One of the most common additions to a comprehensive estate plan is a trust agreement. Although every trust agreement is... Read More
Trust Administration 
What Does an Executor Do?
Although people often fail to realize it, one of the most important decisions you will make when creating your Last... Read More
Estate Planning 
It’s Important to Have a Coordinated Estate Plan
There are many parts to an Estate Plan. The Revocable Trust is just one part. It’s important to coordinate the various parts of the Estate Plan. Read on...... Read More
Estate Planning, legal education 
Celebrity Estate Planning Mistakes
You might assume that anyone who does have substantial assets would have a well thought out plan in place. In... Read More
Estate Planning, Uncategorized 
Estate Planning Conference Discusses “For the 99.5% Act,” SECURE, and More
The Heckerling conference, the largest conference for Estate Planning in the country, occurred recently. Many of the thought leaders in Estate Planning and Elder Law got together and...... Read More
Estate Planning, legal education