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

April 5, 2022
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...

March 18, 2022
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...

March 18, 2022
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...

March 18, 2022
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...

March 18, 2022
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...

March 15, 2022
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...
March 15, 2022
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...

March 15, 2022
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...

February 27, 2022
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...