The Do’s and Don’ts of Discussing Your Estate Plan This Holiday Season
As the cooler weather dawns upon us, we cannot help but feel the nostalgia of…
2 days ago
Blog
Why Do I Have to Do a Probate When I Have a Trust?
Why Do I Have to Do a Probate When I Have a Trust? As an…
2 months ago
The Importance of a Revocable Living Trust for the Sandwich Generation
The Importance of a Revocable Living Trust for the Sandwich Generation Financial planning can feel…
3 months ago
Understanding the Corporate Transparency Act: A Guide for Estate Planning Clients
Understanding the Corporate Transparency Act: A Guide for Estate Planning Clients The Corporate Transparency Act…
4 months ago
Key Considerations for Estate Planning for Unmarried Couples
Many couples are choosing to wait longer to get married, or choosing to not get…
8 months ago
Issues Arising From Assets Titled in One Spouse’s Name Alone
Many people believe that everything automatically passes to their spouse upon their death, regardless of…
9 months ago
Common Issues that Arise in Administering a Trust that Holds Real Property: Part II
For this four-part series, we are discussing very common scenarios that we see in our…
1 year ago
Common Issues That Arise in Administering a Trust That Holds Real Property: Part I
Real property is often the most complicated trust asset for trustees to manage. Trustees often…
1 year ago
Life Stages of Services for a Special Needs Family
Having a special needs child is a unique and often challenging journey that requires a…
1 year ago