Estate Planning
March 15, 2024
Limited Impact of Estrangement on Estate Planning
Estrangement: Unfortunately, rifts sometimes arise between family members that are much more serious than just temporary squabbles.
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Expert perspectives on legacy planning, estate law, and building lasting structures for your family's future.
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Estate Planning
March 8, 2024
Three Things You Need to Do When Your Spouse Dies and Their Will or Trust Has a Disclaimer Provision
Disclaimer Provision: Although it is important to take time to grieve, there are also some crucial steps you need to take as soon as possible to addre...
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Uncategorized
March 1, 2024
Why Your Marital Agreement Should Be Shown to Your Estate Planner
It is not uncommon for couples to enter into marital agreement stating what property is separately owned by each spouse and the property rights each s...
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Estate Planning
February 29, 2024
Could a Testamentary Trust Be What Your Loved Ones Need?
One of the main reasons that a person creates a revocable living trust (a trust established during a person’s lifetime that they can amend or revoke) ...
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Estate Planning
February 29, 2024
Testamentary Trusts—A Will and A Trust
The last will and testament (commonly known as a will) has been a popular estate planning tool for many years. It allows you to leave accounts and pro...
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Uncategorized
February 27, 2024
Legal Perils of Gifts and Joint Ownership between Unmarried Couples
Unmarried Couples: Cohabitation without marriage is becoming more common in the United States. Among eighteen- to forty-four-year-olds, the percentage...
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Uncategorized
February 20, 2024
How Business Executives Can Set and Meet Their Estate Planning Goals
Estate Planning Goals: As a business executive, you are used to strategizing and creating goals as part of your job. But have you devoted time to stra...
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Uncategorized
February 13, 2024
Estate Planning Checklist to Facilitate Multigenerational Wealth Transfers
Multigenerational Wealth Transfers: Studies estimate that 70 percent of family wealth is lost by the end of the second generation and 90 percent by th...
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Uncategorized
February 6, 2024
Celebrity Estate Planning: Chadwick Boseman and Eddie Van Halen
Celebrity Estate Planning: The death of an iconic figure can sometimes impact us deeply because it reminds us of our shared humanity. With a celebrity...
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