Insights & Guidance

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

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What Is Undue Influence?
Estate Planning

April 5, 2022

What Is Undue Influence?

Saying that there has been "undue influence" is often used as a reason to contest a will or estate plan, but what does it mean? Undue influence occurs...

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What to Do About an Unwanted Inheritance
Uncategorized

March 18, 2022

What to Do About an Unwanted Inheritance

While an inheritance is usually desired, there are some circumstances in which it might be unwelcome. If you don’t want an inheritance, you must discl...

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How to Protect the Identity of Your Deceased Loved Ones From Identity Theft
Uncategorized

March 18, 2022

How to Protect the Identity of Your Deceased Loved Ones From Identity Theft

We've all been warned about protecting ourselves from identity theft, but one group of victims can't take action to defend themselves—the dead. Identi...

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What Will Happen When the Gift and Estate Tax Exemption Gets Cut in Half?
Estate Planning

March 18, 2022

What Will Happen When the Gift and Estate Tax Exemption Gets Cut in Half?

Although the vast majority of Americans have estates that fall under the gift and estate tax exemption, the exemption is set to be cut in half in 2026...

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When a Non-Grantor Trust Might Be Useful
Trusts

March 18, 2022

When a Non-Grantor Trust Might Be Useful

One of the many factors to consider when setting up a trust is whether to make it a grantor trusts or a non-grantor trust. While a grantor trust is mo...

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Estate Planning Conversation Starters
Uncategorized

March 15, 2022

Estate Planning Conversation Starters

Now, more than 70% of Americans don’t have an estate plan in place. Several aspects of the planning process can really seem overwhelming, which is one...

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PRAXIS LAW
Uncategorized

March 15, 2022

Do not resuscitate order aka DNR

What is a Do Not Resuscitate Order DNR Often times clients ask me about getting a do not resuscitate order aka DNR. The first thing you must know abou...

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Emergency Medical Planning
Estate Planning

March 15, 2022

Emergency Medical Planning

While most people are motivated to get their estate planning done because they have concerns about what will happen to their property upon their death...

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How Much Should a Trustee Be Compensated?
Uncategorized

February 27, 2022

How Much Should a Trustee Be Compensated?

Serving as a trustee of a trust can be a huge responsibility, so trustees are entitled to compensation for their work. The amount of compensation depe...

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