Choosing a guardian for your minor child could be one of the most personal decisions you ever make—it’s also one of the most important, which is why many couples turn to an attorney they trust to not only help them draft their nomination document, but also help advise...
Blog
New Portability Provision Should be Considered with Caution
A new “Portability Provision” in The Tax Relief, Unemployment Insurance Reauthorization, and Jobs Creation Act of 2010 has some couples excited about the financial possibilities. As explained in this article in the Wall Street Journal, the new portability provision...
When It Comes to Estate Plans, How Crazy is TOO Crazy?
We often mention on our blog how important it is to create an estate plan regardless of the size of your estate. We also frequently remind our readers of how flexible estate plans can be to protect your family in all the varied and unique ways you require. Well, just...
5 Missteps That Can Sabotage Your Estate Plan
When it comes to protecting your wealth and your family creating an estate plan is one of the most important things you can do. An estate plan is your key to ensuring that your hard-earned assets are distributed (or saved or invested) as you designate. An estate plan...
6 Things You Should Know About Your Healthcare Directive
We have recently seen one or two stories in the news that have brought the issue of health care directives to forefront of people’s minds. Most people know that a healthcare directive is one of the primary documents of any complete estate plan, but not everybody knows...
Understanding Your Last Will and Testament
Although recent news surrounding the estate tax—both its repeal and its reinstatement—has died down, many people are still talking about their estate plans. Most people recognize that now is the time to create their estate plan, or to review and update their existing...
Icon, Businesswoman, Philanthropist—What Happens Now to Elizabeth Taylor’s Fortune?
The recent passing of Elizabeth Taylor has many wondering what will now happen with Ms. Taylor’s sizeable fortune? According to this article in Forbes Ms. Taylor’s fortune includes not only the millions she made in the Hollywood movie industry, but the even greater...
Frequently Asked Questions: Does Your Family Need a Trust?
Estate planning attorneys get asked a lot of questions about how to protect every different kind of family and situation, but the questions that are asked the most tend to be about trusts. For this reason, we’d like to take a moment to review with our readers the...
6 Things to Have on Your First Visit with Your Estate Planning Attorney
Your first meeting with an estate planning attorney can be daunting. Nobody really enjoys talking about their own death with a complete stranger, and many people mistakenly believe it will be sad or difficult. But creating your estate plan isn’t about your death—it’s...
A Way to Help Parents and Grandparents in Financial Need
Estate planning is often about how people can pass wealth on to their children or grandchildren, but what if a child wants to give financial gifts to a parent or grandparent? This article from Bloomberg discusses just that: how GRATs Let Children Pass Millions to Mom...
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