You should Consider a Prenup over 60
Those marrying at older ages should at least consider a prenuptial agreement, since both spouses may come into a marriage with significant assets, children, or both.
November 12, 2021
Creating a Legacy Plan
Over the next 25 years, analysts anticipate $68 trillion to be passed down to younger generations and charities. While the importance of legacy planning is not limited to the forthcoming Great Wealth Transfer, it does spotlight the significant amount of wealth that has been created, primarily by Baby Boomers, and the need to transition these assets thoughtfully.
November 2, 2021
Consider a Family Meeting about Estate Planning
When there is a large inheritance at stake (or even when there isn’t), it is a great idea to get everyone on the same page. A family meeting can make that happen, and it can even be enjoyable.
October 21, 2021
Episode 7 of The Estate of The Union Podcast
We are estate planning and probate attorneys and we experience death weekly. The saddest aspect of our work is knowing that most, if not all,
August 20, 2021
Blended Family Dynamics create Challenges
We have seen some step siblings able to all get along fine but they seem to be the exception. More likely, one sibling feels divided loyalty to the birth parent, not the step-parent.
July 26, 2021
Consider a QTIP trust for your Blended Family
A popular technique is to use a qualified terminable interest property (QTIP) trust.
June 3, 2021
The Monthly Two Minutes – Blended Families
The Monthly Two Minutes – Blended Families We’ve started a new monthly video series that we are calling the The Monthly Two Minutes and are
June 1, 2021
Revise your Planning with a Second Marriage
If you are planning to take another walk down the aisle, it is critical to take the time to review and revise your estate plan, especially if meaningful assets and debts are being brought into the marriage.
April 19, 2021
Estate Planning Presents Emotional Challenges
After a loved one passes, one of the biggest hurdles families face is passing wealth onto the next generation. Unfortunately, family dynamics can spur conflict and infighting among descendants.
December 8, 2020