Insights & Guidance

Expert perspectives on legacy planning, estate law, and building lasting structures for your family's future.

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5 Considerations To Make When Scattering A Loved One’s Ashes
Legal Tip of the Month

August 15, 2022

5 Considerations To Make When Scattering A Loved One’s Ashes

Saying goodbye, scattering a loved one's ashes is heartbreaking. Making final arrangements can be overwhelming. Knowing what you are allowed to do to ...

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Grantor Retained Annuity Trusts: GRATs Are Great
Trusts

August 8, 2022

Grantor Retained Annuity Trusts: GRATs Are Great

Grantor Retained Annuity Trusts (GRATs) can be used to minimize the impact this will have on your estate. An investment that appreciates is a great wa...

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Estate Sale 101: How To Prepare For Selling A Late Loved One’s Belongings
Uncategorized

August 1, 2022

Estate Sale 101: How To Prepare For Selling A Late Loved One’s Belongings

Following the death of a family member an estate sale is a good way to sort through many possessions accumulated over the deceased’s lifetime. There c...

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Smart Estate Planning Strategies For Your Art Collection
Estate Planning

July 26, 2022

Smart Estate Planning Strategies For Your Art Collection

People can spend a lifetime curating art, having these smart estate planning strategies can be lifechanging. It can be a passion for many people and, ...

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Why Choosing Or Becoming An Executor Needs Serious Consideration
Estate Planning

July 19, 2022

Why Choosing Or Becoming An Executor Needs Serious Consideration

Do you know who will handle matters of your estate when you’re gone? Has a close friend or loved one asked you to be the executor of their Will? Appoi...

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Why A Dynasty Trust Can Be Beneficial Tax Efficient Way to Pass Wealth Down for Generations
Estate Planning

July 12, 2022

Why A Dynasty Trust Can Be Beneficial Tax Efficient Way to Pass Wealth Down for Generations

One of the main goals of Estate Planning is ensuring your family's wealth will be taken care of and benefit from everything you’ve worked hard for in ...

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Strategies For Dealing With An Estranged Child in Your Estate Plan
Estate Planning

July 5, 2022

Strategies For Dealing With An Estranged Child in Your Estate Plan

Unfortunately, not all families get along – and some rifts run deeper than others. If you are having problems with one or more of your children and ar...

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How Community Property Affects Estate and Tax Planning
Estate Planning

June 27, 2022

How Community Property Affects Estate and Tax Planning

How marital property is owned has implications for both estate and tax planning. In most States, spouses can purchase and own property separately from...

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This Tool That Many Wealthy Families Use To Transfer Assets Could Be Beneficial For You Too!
Estate Planning

June 27, 2022

This Tool That Many Wealthy Families Use To Transfer Assets Could Be Beneficial For You Too!

When I first started doing estate planning, I was amazed at how many people thought that it was something only for the wealthy. That is simply not tru...

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