Estate planning generally focuses primarily on lifetime protection and post-death distribution of...
Latest articles
What are the Responsibilities of a Trustee?
A trustee is a manager of assets in a trust. The grantor creates the trust and appoints the trustee...
Who Needs a Special Needs Trust?
If you are the parent of a person with special needs, you are well aware that the role you play is...
Good Planning for Life Is Also Good Planning for a Pandemic
It’s hard to plan for next week, let alone the future, when our environment, the advice from the...
IRS Issues New Rules for ABLE Accounts
ABLE accounts were authorized by the Achieving a Better Life Experience Act of 2014 and can be an...
Estate Planning Actions to Consider before 2020 Ends
If you have not already been inundated with invitations to webinars, articles and newsletters...
What Should I Remember when My Parents Move in with Me?
Moving elderly parents into your home can bring daunting challenges and unexpected closeness. Over...
What Does Entertainer Chadwick Boseman’s Estate Look Like?
The wife of "Black Panther" star Chadwick Boseman is seeking to be appointed administrator of the...
Preparing for the Impact of Alzheimer’s Disease
It is estimated that by 2040, the number of Americans living with Alzheimer’s, dementia or other...
Federal Estate Tax Exemption Sunset Is Not Far Off
Maybe not tomorrow, but the sunset of our historically high estate tax exemptions is coming—and...