Protecting Assets in a Second Marriage can be a challenge

Estate planning is nearly always worthwhile but can be extra important when you have stepchildren.

May 23, 2023

Tax Scams Involving Charitable Remainder Annuity Trusts

Part of the agency’s latest annual ‘Dirty Dozen’ scams, these potentially ‘abusive arrangements’ involve charitable remainder annuity trusts and monetized installment sales.

May 22, 2023

Use Estate Planning to Prepare for Cognitive Decline

Data from sources like the U.S. Census Bureau shows in no uncertain terms that the U.S. population has grown older over the prior two decades.

May 18, 2023

Paper Documents You will always Need in your Planning

The word ‘paperwork’ has become an anachronism; most legal and business documents today are created, signed and stored digitally. However, a few actual pieces of paper remain vitally important to keep.

May 17, 2023

Blended Families face Unique Planning Decisions

There are many different configurations of blended families. However, they are generally made up of married couples who have children from previous marriages or relationships.

May 16, 2023

Singles Need Estate Planning for Incapacity

You’re single, and you don’t have an estate plan or even a will. Perhaps you think you don’t need either because you’re not wealthy and don’t have children.

May 15, 2023

Avoid Unintended Consequences with your Planning

Although there is certainly no shortage of people with selfish or malevolent intent, a great number of estate plans that end in disaster are due to unintended consequences.

May 11, 2023

Protecting Assets with a Trust vs. LLC

To protect assets effectively, you have to store them in the right legal entity. However, that can depend on whether you’re looking to protect business assets, avoid estate taxes, or protect personal assets from legal liability while running a business.

May 10, 2023