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Estate Planning

Issues to consider before gifting your home to your child

July 21, 2017

Gifting your house to your children before your death offers several advantages, however there are…

The-Hazards-of-DIY-Estate-Planning

The Hazards of DIY Estate Planning

July 14, 2017

Across the Internet, there are legal websites that seem to offer handy, DIY-style forms and…

Possible-pitfalls-in-naming-a-minor-as-your-beneficiary

Possible pitfalls in naming a minor as your beneficiary

June 30, 2017

A minor generally doesn’t have the right to manage his or her assets, including any…

What a TV Dad’s Estate Teaches Us About Careful Planning

June 16, 2017

There’s a simmering legal battle over the estate of TV dad Alan Thicke, and there…

Review your estate plan when you move across state lines

June 9, 2017

When you make a move out of state, be sure to review your estate plan…

pet trust photo

Giving Your Heart (And More) To Your Pets

May 12, 2017

“There is sorrow enough,” Kipling writes, “in the natural way/from men and women to fill…

There-Can-Be-a-Happier-Ending-if-You-Prepare-for-It

There Can Be a Happier Ending if You Prepare for It

April 14, 2017

Attorneys, in general, and those of us in estate planning in particular, often don’t work…

The-Power-behind-the-Power-of-Attorney

The Power Behind the Power of Attorney

April 8, 2017

There are many legal documents that could be created by a trust and estate attorney.…

IRS-Account-transcripts-can-serve-as-estate-tax-closing-letter

IRS: Account transcripts can serve as estate tax closing letter

March 24, 2017

A recent IRS notice confirms that an account transcript issued by the IRS qualifies as…

Advance_Medical_Directives

Advance medical directives aren’t just for the sick and elderly

March 3, 2017

An advance medical directive is a document in which you can outline what type of…

Valuation discounts for transfers in family businesses in jeopardy

January 13, 2017

The ability to take valuation discounts on the transfer of an interest in a family…

Remarriage is a reminder to revisit your estate plan

January 6, 2017

Approximately 40 percent of marriages these days are remarriages for at least one partner. When…