Combining Philanthropy with Estate Planning

Tax-efficient charitable giving allows you to support causes that matter to you, while reaping a financial benefit.

September 30, 2025

Protect Your Child’s Inheritance in a Second Marriage

The portion the surviving spouse can claim depends on the circumstances.

September 24, 2025

It is Wise to Add Your Trust to Your Homeowner’s Policy

Many homeowners risk denied claims by not listing their trust on insurance policies.

September 8, 2025

How Wealth is Distributed in Blended Families

This summer’s passing of Ozzy Osbourne was mourned by heavy metal fans and caught the attention of estate planning attorneys for lessons about how wealth is distributed among members of a blended family. Whether you liked his music or not, Osbourne left an estate estimated to be worth $230 million plus future royalties, reports a recent article from Think Advisor, “What Wealthy Families Can Learn From a Rock Star’s Estate.” There’s no estate battle for now. However, only time will tell if the Osbourne family faces issues like those of many blended families. There’s no simple playbook for these situations,…

September 2, 2025

Parents with Young Children need an Estate Plan

Estate planning ensures that your children and assets are cared for according to your wishes.

August 27, 2025

Gifting Strategies for Grandchildren

Custodial accounts can be a smart way to give. However, understanding the rules ensures that your gift benefits your grandchild without unintended tax or control issues.

August 25, 2025