Should You have an Irrevocable Trust?
An irrevocable trust must be carefully funded, structured and managed to achieve both asset protection and tax planning.
June 20, 2024
Essential Legal Documents Graduating Seniors Need
Young adults need essential legal documents like a healthcare proxy and living will to ensure their wishes are respected and their interests protected.
June 18, 2024
The Estate of The Union Season 3|Episode 6 is out now!
The Estate of The Union Season 3|Episode 6 is out now! When struck with an unexpected illness, many families must travel to get the quality
June 17, 2024
Owning a Second Home creates Unique Tax Implications
Thinking of buying a second home? Beware of real estate pitfalls when purchasing your vacation house.
June 13, 2024
Managing a Big Age Gap in Estate Planning
For couples with an age difference of 10 years or more, assets need to last significantly longer to cover both of their retirements, making the risks of missteps higher.
June 12, 2024
Diverse Family Structures Have Unique Estate Planning Challenges
The law doesn’t always cater to diverse family structures. Those who live as extended families, as part of same-sex couples, or other families need to pay special attention to estate planning.
June 10, 2024
Charitable Remainder Trusts may be Solution to Stretch IRA loss
The SECURE Act killed the stretch IRA. However, a properly constructed charitable remainder trust can deliver similar benefits, with some caveats.
June 6, 2024
Understanding Your Options and Responsibilities when Inheriting a House
Inheriting a house? Learn the legal considerations and your options to ensure a smooth inheritance process.
June 4, 2024
Understanding the differences between ABLE Account and Special Needs Trust
Special needs planning can make a world of difference for disabled loved ones. Leverage ABLE accounts and Special Needs Trusts to care for them, even when you’re gone.
June 3, 2024
Updating Beneficiaries after Gray Divorce
Explore critical steps for updating beneficiaries after a mid to late-life divorce to protect assets and secure loved ones’ futures.
May 30, 2024