Tips for Gifting to Grandchildren
Becoming a grandparent may be the single most exciting, and joyful, moment of your life. It also presents another opportunity... Read More
Estate Planning Estate Planning
Have You Missed an Important Area in Your Estate Plan?
Having an estate plan in place is important for every adult without regard to age, wealth, or family status. To... Read More
Estate Planning 
Tax Planning for 2023
Planning is important for your income taxation during life as well as for any estate tax at death. Even though 2023 is just starting, it’s not too early...... Read More
Estate Planning, legal education 
Discharge of Indebtedness Income and Student Loan Forgiveness
While many taxpayers may be excited about the prospect of reduced loan balances as part of Biden’s Loan Forgiveness Program, they may have questions about the potential tax...... Read More
Estate Planning, legal education 
5 Common Estate Planning Myths Debunked
If you are new to estate planning, it can be easy to fall victim to one of the many myths... Read More
Estate Planning 
A Checklist for Handling a Terminal Diagnosis
Whether you recently received a terminal diagnosis yourself, or a family member is terminally ill, the diagnosis likely caused a... Read More
Estate Planning 
Where Should I Keep My Estate Planning Documents?
Creating an estate plan is one of the most important things you will ever do, for yourself and for your... Read More
Estate Planning 
Estate Planning – Something You Shouldn’t Do Yourself
It’s tempting to think that by taking the time to hand-write your Will or preparing a do-it-yourself plan, you can avoid many of the issues that arise with...... Read More
consumer, Estate Planning, legal education 
Start 2022 the Right Way
The New Year gives us an opportunity to start fresh. If you don’t yet have an estate plan, now’s a... Read More
business succession planning, Estate Planning, legal education 
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 
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 
Learning and Camaraderie at the Academy Summit
The Academy takes learning seriously. The Academy’s Spring Summit included numerous substantive legal education sessions, as well as sessions on marketing and law office management. The virtual conference...... Read More
Estate Planning, legal education