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
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
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
Key Estate Planning Strategies for Executives
Executives manage complex financial landscapes while striving for professional success, creating unique estate planning goals and challenges. This article explores estate planning for executives, key considerations and an executive’s unique goals.
May 23, 2024
Maximizing Tax-Free Giving to Children
Affluent estate owners are opting to support their children and grandchildren financially during their lifetimes. We explore three strategies that can maximize tax-free giving to consider in your estate planning.
May 21, 2024
A Psychiatric Advance Directive is an Additional tool to Consider
Comprehensive estate planning today includes elder law and other strategies that help protect your assets and interests if you experience cognitive decline or incapacity. Have you thought about protecting your mental health and care if you can’t advocate for yourself? This article explores psychiatric advance directives (PADs), their purpose and how to establish one.
May 16, 2024
Topics You need to Address before a Mid-Life Marriage
Getting married in middle age or beyond, is not only a significant personal milestone, it’s also one of the biggest financial decisions of your life.
May 8, 2024
Estate Planning for Veterans and Active Military Is Important
This article explores the importance of estate planning for veterans and active military personnel and the essential documents to include in your estate plan.
May 7, 2024