Latest Blog Posts

Can a Non-U.S. Citizen Create an Estate Plan in the U.S.?

Posted on: May 27th, 2020
U.S. citizens, and non-citizens who meet the IRS’s definition of a “resident” of the United States, are subject to federal gift and estate taxes on all of their money and property, worldwide....

Writing Your Own Obituary as an Addition to Your Estate Plan

Posted on: May 13th, 2020
Because your obituary is all about you, you can emphasize any aspects of your life you wish. There is no correct format, so you are free to tell your story in the way you feel most comfortable, showcasing your personality. ...

Estate Planning Considerations for Restauranteurs

Posted on: May 8th, 2020
Failing to create an estate and business succession plan can lead to big headaches for your family, business associates, and employees—or could even lead to the loss of the restaurant. ...

Unclaimed Property - What is it, Where to find it, and Its Impact on Estate Planning and Administration

Posted on: May 4th, 2020
For most of us, every penny counts, so it is almost inconceivable that we could have lost track of any money or property. Regardless of how careful we are with our finances, it is possible for utility deposits, credit balances, unused gift certificates, banks accounts, and many more types of property or money to accidentally be forgotten or abandoned....
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