Initially, the concept of estate planning is a mystery for many of my clients. That is completely understandable given how many different … [Read more...] about What You Do Not Know about Estate Planning Could Hurt You
5 Reasons to Use a Living Trust to Distribute Your Estate
Quite a few of my clients come to see me with a set of older documents which have a Will as the main legal document for managing their … [Read more...] about 5 Reasons to Use a Living Trust to Distribute Your Estate
How Do I Include Intellectual Property into My Estate Plan?
The estate you leave behind after your death consists of all real and personal property as well as tangible and intangible assets owned by … [Read more...] about How Do I Include Intellectual Property into My Estate Plan?
A Living Will brings Clarity to your Estate Plan.
I stress to clients that a comprehensive estate plan should do more than focus on what happens after they are gone. In fact, a successful … [Read more...] about A Living Will brings Clarity to your Estate Plan.
Tax Reporting with Trusts
My good friend Steve Hartnett, the Director of Education for the American Academy of Estate Planning Attorneys, has created a three part … [Read more...] about Tax Reporting with Trusts
Taxation of Nongrantor Trusts
My good friend Steve Hartnett, the Director of Education for the American Academy of Estate Planning Attorneys, has created a three part … [Read more...] about Taxation of Nongrantor Trusts
Advantages of Using a “Grantor Trust” in Planning
My good friend Steve Hartnett, the Director of Education for the American Academy of Estate Planning Attorneys, has created a three part … [Read more...] about Advantages of Using a “Grantor Trust” in Planning
What Estate Plan Changes Do I Need to Make Following the Loss of My Spouse?
The loss of a spouse is one of the most emotional experiences you might go through. Most people naturally understand there is the … [Read more...] about What Estate Plan Changes Do I Need to Make Following the Loss of My Spouse?
How to Pick the Best Person to Administer Your Estate
I've got a pretty short and simple post today on a basic question I think people don't think enough about. People tend to focus on the … [Read more...] about How to Pick the Best Person to Administer Your Estate
