Estate Planning

Balancing Efficiency and Excellence: The Perils of Boilerplate in a Busy Estate Planning Practice

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Balancing Efficiency And Excellence

The past few years have brought more people than ever to the world of Estate Planning. Whether prompted by global uncertainty, changes in tax law, or a desire for peace of mind, families and individuals are eager to put their affairs in order. At the same time, attorneys have worked tirelessly to meet that demand—often managing more clients and cases than ever before.
With this increased volume, efficiency has become essential. But in the rush to serve everyone well, it’s important not to sacrifice the careful customization that makes an Estate Plan truly effective. The following article explores how attorneys balance speed and precision—and why the best plans are never “one-size-fits-all.”

The Seedier Side of the Holidays

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The Seedier Side Of The Holiday Season

Scammers will use any leverage possible to separate you from your money. This includes preying upon a grandparent’s love and concern for their grandchildren. The so-called grandparent scams are among the most popular scams targeting the elderly and rely upon details gleaned from social media sites to make the call seem realistic. It’s important to recognize the signs of potential scams and understand how to guard against them.

Comprehensive Estate Planning: Details Matter

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Motivational Quote Graphic 70

Comprehensive estate planning is a layered process. The broad strokes set the foundation, but the finer points decide how well the plan works. When instructions are incomplete or unclear, your loved ones may face confusion, delays, or even disputes. Paying attention to the details gives your plan durability. Each choice you make now creates certainty … Read more

Preparing for FinCEN Real Estate Reporting

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Preparing For Fincen Real Estate Reporting

Although the Corporate Transparency Act’s Beneficial Ownership Information reports no longer apply to domestic entities due to their exemption, another FinCEN requirement is moving full steam ahead, and estate planning attorneys should not overlook it. Starting December 1, 2025, professionals involved in real estate closings and settlements will be required to submit reports to FinCEN for certain non-financed transfers of residential property to legal entities or trusts.

What Football and Estate Planning Have in Common

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What Football And Estate Planning Have In Common

I, like many Americans, love football. As I settled in to watch my team’s game this week, I wondered if I could turn it into a blog. As I watched, I realized, in fact, football and Estate Planning share many commonalities.

“Let’s Go Crazy” … Over Prince’s Estate

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Lets Go Crazy Over Princes Estate

When Prince died over nine (9) years ago, he shocked his fans one last time. Turns out, his unexpected death wasn’t the last surprise. Prince died without an Estate Plan causing his siblings to spend the next six years fighting over his Estate.