Expert perspectives on legacy planning, estate law, and building lasting structures for your family's future.
June 27, 2022
In many cases, a spouse’s death becomes a deciding factor whether or when to sell your house. But before listing it on the market, here are some tax c...
June 27, 2022
Not all inheritances your children will receive from your estate have to be equal because, let’s face it, equal isn’t always fair. While it is natural...
May 23, 2022
As trust beneficiaries, you may feel that you are at the mercy of the trustee, but depending on the type of trust, beneficiaries may have rights to en...
May 16, 2022
Running a small business can keep you busy, but it should not keep you from creating an estate plan. Not having a plan in place can cause problems for...
May 9, 2022
Sports fans with season tickets may want their families to enjoy the tickets after they are gone, but passing on these tickets may not be simple. Gett...
May 3, 2022
A Roth IRA does not have to be used as just a retirement plan; it can also be a way to transfer assets tax-free to the next generation as an Estate Pl...
April 15, 2022
Naming a trust as beneficiary of your retirement plan can be a good idea in some circumstances, but it can be dangerous if you are worried about credi...
April 5, 2022
The executor's job of an estate can be a time-consuming job, depending on the size and complexity of the estate. While a simple estate can take a few ...
April 5, 2022
Not everyone wants to take the required minimum distributions from their retirement accounts right away. If you don’t want your IRA distribution, one ...