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Spring Cleaning for Your Life: Why Your Estate Plan May Need a Refresh in 2025: The Top 5 Things to Spring Clean in Your Estate Plan

Spring Cleaning for Your Life: Why Your Estate Plan May Need a Refresh in 2025: The Top 5 Things to Spring Clean in Your Estate Plan

As you begin to declutter your garage, empty out your closets of old clothes from a decade ago, and freshen up your home this Spring, it may be the perfect time to do a little “life cleaning” to ensure your life planning documents are in order, up to date, and have reflected any life events in the past few years.…

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Understanding the Corporate Transparency Act: A Guide for Estate Planning Clients

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 (CTA), enacted as part of the National Defense Authorization Act for Fiscal Year 2021, represents a significant shift in corporate regulatory compliance. As an estate planning attorney, it is crucial to ensure that my clients are aware of this legislation and understand how it may…

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Key Considerations for Estate Planning for Unmarried Couples

Key Considerations for Estate Planning for Unmarried Couples

Many couples are choosing to wait longer to get married, or choosing to not get married at all while sharing a life and co-owning property together. Estate planning can be especially important for unmarried couples in these situations.  While marriage offers certain legal protections, unmarried couples face unique challenges when it comes to estate planning, particularly with jointly owned assets…

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Common Issues that Arise in Administering a Trust that Holds Real Property: Part IV: How to Use Estate Planning to Avoid Real Estate Headaches

Common Issues that Arise in Administering a Trust that Holds Real  Property: Part IV: How to Use Estate Planning to Avoid Real Estate Headaches

Over the past few months, we have discussed three very common scenarios where real estate is involved in a trust administration and where beneficiaries may not agree or have different ideas of what to do with the real estate. Part I of this series tackled the common issue of one sibling wanting to keep the home as an investment property…

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Common Issues That Arise in Administering a Trust That Holds Real Property: Part I

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 want to do their best while also pleasing the beneficiaries, who are often their siblings or family members, and still follow the terms of the trust. This four-part series will discuss common scenarios in our trust administrations involving real estate. To begin this discussion, some…

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