Joint tenancy is a commonly used form of ownership between two or more people. It... [Read more...]
Is a Living Trust a Good Idea?
It’s critical to take all the estate planning steps necessary to ensure that your final... [Read more...]
5 Questions to Answer When Choosing a Nursing Home
Are you in the process of comparing nursing homes for yourself or a loved one?... [Read more...]
Estate Planning Conference Discusses SECURE Act and More
The Heckerling conference, the largest conference for Estate Planning in the country, occurred last week... [Read more...]
The SECURE Act and What It Means for You
The SECURE Act passed in late December. The SECURE Act changes some lifetime rules, but... [Read more...]
Planning for the SECURE Act
The SECURE Act passed in late December. The SECURE Act changes some lifetime rules, but... [Read more...]
Tax Planning for 2020
Planning is important for your income taxation during life as well as for any estate... [Read more...]
Getting Together with Family for the Holidays
The holidays are a special time with family and friends. You can take the opportunity... [Read more...]
Reasons an Estate Plan Could Be Challenged: Part 3 – Fraud
An Estate Plan is an essential part of your planning process. But there are ways... [Read more...]
Reasons an Estate Plan Could Be Challenged: Part 4 – Lack of Testamentary Capacity
An Estate Plan is an essential part of your planning process. But there are ways... [Read more...]
Reasons an Estate Plan Could Be Challenged: Part 1 – Formal Requirements
An Estate Plan is an essential part of your planning process. But there are ways... [Read more...]
Reasons an Estate Plan Could Be Challenged: Part 2 – Undue Influence
An Estate Plan is an essential part of your planning process. But there are ways... [Read more...]