Estate Planning practitioners field questions regarding disinheriting beneficiaries regularly. The second question often relates to... [Read more...]
Business Succession Planning May Be Easier than You Think
Many Estate Planning attorneys shy away from business succession planning, but if you approach it... [Read more...]
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... [Read more...]
Just When You Thought You Understood the 10-Year Rule, Think Again
IRAs have become ubiquitous components of estate plans. The SECURE Act of 2019 altered the... [Read more...]
Let’s Talk about Trusts…and Taxation
Estate planning attorneys need to understand and explain taxation of trusts in order to properly... [Read more...]
Do You Have to Accept an Inheritance?
While no one is happy when someone that they care about passes away, the property... [Read more...]
What Estate of Marion Levine Means for Life Insurance
Life insurance has long been part of Estate Plans, whether used to ensure liquidity for... [Read more...]
How Can You Avoid Unwanted Medical Care?
An elder law lawyer can help you to take steps to protect your future. One... [Read more...]
Application of the Transfer for Value Rule to the Sale of Life Insurance
Even individuals with modest estates purchase life insurance which means that Estate Planning attorneys must... [Read more...]
Estate Planning Basics for Young Parents
As a young parent, you’re likely to have many questions and concerns regarding estate planning.... [Read more...]
Work With Your Spouse to Create an Estate Plan
Are you married? Have you taken the time to discuss estate planning with your spouse?... [Read more...]
What Everyone Should Know about the New FDIC Regulations
Although revocable trusts are the centerpiece for many estate plans, many clients are confused by... [Read more...]
