In today's increasingly litigious society, protecting your assets has never been more crucial. Everyone is... [Read more...]
The Critical Need for Disability Planning in Estate Planning
Estate planning often centers on the critical question of what happens after death. However, an... [Read more...]
Learn About 3 Tools to Include In Your Incapacity Plan
Although it's not pleasant to consider, the sad reality is that disability can happen to... [Read more...]
Avoid These 5 Big Trust Mistakes
A trust can be an important part of an estate plan. Trusts have valuable benefits... [Read more...]
Who Can You Turn to When Your Brother Doesn’t Do His Job?
Most Estate Planning attorneys will tell you that creating an Estate Plan helps prevent litigation... [Read more...]
Estate Planning, Retirement, and Gratitude
Retirement and estate planning are both related to gratitude. I’m retiring after 23 years with... [Read more...]
Trust Administration: Benefits Over Probate for Asset Transfers
Trust administration benefits include privacy while your family is grieving, more control for you, and... [Read more...]
Avoiding an Audit
The Internal Revenue Service recently released its Strategic Operating Plan. In that plan, the Service... [Read more...]
Courts Allowing More Flexible Trust Amendments
As much as I enjoy writing about celebrity Estate Planning gone wrong, and less often,... [Read more...]
Most Couples Don’t Have an Estate Plan. Here’s Why That’s a Major Mistake
More than half -- 52% of couples -- in the United States do not have... [Read more...]
What Independence Day Teaches Us About Estate Planning
The 4th of July reminds people of the flag, freedom, and fireworks! As our nation’s... [Read more...]