September 14, 2022

Selling Real Estate Or A Business? Avoid Capital Gains Tax With A Charitable Remainder Trust

If you have a sale of real estate or assets coming up that will result in you owing capital gains tax, you may want to consider a Charitable Remainder Trust (CRT) first.
September 7, 2022

Protect Your Aging Loved Ones From Undue Influence

Undue influence can have a disastrous effect on your aging parents and other senior relatives’ estate planning.
August 31, 2022

What Your Last Will & Testament Will (And Will Not) Do—Part 2

August is “National Make-A-Will Month” - do you have one? In part two of this series, we examine what a will does not do.
August 24, 2022

What Your Last Will & Testament Will (And Will Not) Do—Part 1

August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations! This week, we examine what a will does.
August 17, 2022

3 Critical Considerations For How To Save For Your Child’s (or Grandchild’s) College Education—Part 2

One alternative way to save for your offspring’s higher education is by using an irrevocable trust.
August 10, 2022

3 Critical Considerations For How To Save For Your Child’s (or Grandchild’s) College Education—Part 1

If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an education savings account, or an Irrevocable Trust.
August 3, 2022

4 Essential Strategies For Protecting Your Family’s Assets

In part two of this series, we wrap up our summary of the Cost of Dying report and outline more of the ways proactive planning can relieve the burden of your death for your family.
July 27, 2022

How Estate Planning Can Reduce The High Cost Of Dying—Part 2

In part two of this series, we wrap up our summary of the Cost of Dying report and outline more of the ways proactive planning can relieve the burden of your death for your family.
July 20, 2022

How Estate Planning Can Reduce The High Cost Of Dying—Part 1

Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very few among us are properly prepared for death—whether our own death or the death of a loved one.
July 12, 2022

5 Common Estate Planning Concerns For Your Second (Or More) Marriage

Blended families present a number of particularly challenging legal and financial issues from an estate planning perspective. Indeed, though all families should have an estate plan, planning is absolutely essential for those with blended families.
September 14, 2022

Selling Real Estate Or A Business? Avoid Capital Gains Tax With A Charitable Remainder Trust

If you have a sale of real estate or assets coming up that will result in you owing capital gains tax, you may want to consider a Charitable Remainder Trust (CRT) first.
September 7, 2022

Protect Your Aging Loved Ones From Undue Influence

Undue influence can have a disastrous effect on your aging parents and other senior relatives’ estate planning.
August 31, 2022

What Your Last Will & Testament Will (And Will Not) Do—Part 2

August is “National Make-A-Will Month” - do you have one? In part two of this series, we examine what a will does not do.
August 24, 2022

What Your Last Will & Testament Will (And Will Not) Do—Part 1

August is “National Make-A-Will Month,” and if you have already prepared your will, congratulations! This week, we examine what a will does.
August 17, 2022

3 Critical Considerations For How To Save For Your Child’s (or Grandchild’s) College Education—Part 2

One alternative way to save for your offspring’s higher education is by using an irrevocable trust.
August 10, 2022

3 Critical Considerations For How To Save For Your Child’s (or Grandchild’s) College Education—Part 1

If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an education savings account, or an Irrevocable Trust.
August 3, 2022

4 Essential Strategies For Protecting Your Family’s Assets

In part two of this series, we wrap up our summary of the Cost of Dying report and outline more of the ways proactive planning can relieve the burden of your death for your family.
July 27, 2022

How Estate Planning Can Reduce The High Cost Of Dying—Part 2

In part two of this series, we wrap up our summary of the Cost of Dying report and outline more of the ways proactive planning can relieve the burden of your death for your family.
July 20, 2022

How Estate Planning Can Reduce The High Cost Of Dying—Part 1

Despite the fact that it happens to every single one of us and is as every bit as natural as birth, very few among us are properly prepared for death—whether our own death or the death of a loved one.
July 12, 2022

5 Common Estate Planning Concerns For Your Second (Or More) Marriage

Blended families present a number of particularly challenging legal and financial issues from an estate planning perspective. Indeed, though all families should have an estate plan, planning is absolutely essential for those with blended families.