There are now 13.61 million American households with assets over $1 million, excluding their homes... [Read more...]
Understanding Tax Apportionment Clauses
Many individuals mistakenly believe that they need a large estate before concerning themselves with taxes... [Read more...]
Dealing with Aging Parents
Your parents were there when you took the first wobbly steps of being a toddler. ... [Read more...]
My Attorney Does Not Practice Law Anymore: Now What?
You are a responsible person. You go to the physician and dentist periodically. You stay... [Read more...]
How Do I Title Thee…Part 1
We often consider Estate Planning documents such as a Will, Trust, Property Power of Attorney,... [Read more...]
Estate Planning: No Tattoo Necessary!
We all have wishes we want carried out when we are dead or dying. Perhaps we... [Read more...]
Planning With Retirement Assets
For many of us, our retirement fund is our largest single asset. It could be... [Read more...]
What Makes a Will or Trust Invalid
Clients often worry about the execution of their plan after death. Sometimes, individuals fail to... [Read more...]
Celebrity Estate Planning
If you’ve ever read People, US, or Entertainment Weekly or watched any of the similar television shows, you might... [Read more...]
Smart People Do Estate Planning
Anyone who may die or become incapacitated (in other words all of us) needs to... [Read more...]
Spring Summit 2022: Celebrating Friendship in the Lone Star State
The best Estate Planners stay current on the latest trends. The American Academy of Estate... [Read more...]
Do it the Right Way
Let's look at a history of Duke University. Doris Duke was born into wealth. Her... [Read more...]