#EstateLaw
What is a Fiduciary?
What is a Fiduciary? A fiduciary is a person or organization that acts on behalf of another person, putting their client’s interest…
Business Executive/Business Owner–Estate Planning
Demystifying Estate Myths & Answering FAQs Myth 1: “I’ve nailed it with beneficiary designations for my accounts and insurance. “ Let’s dive…
Considerations to Maintaining Control While Giving Away Your Money with a Grantor Retained Interest
Are you at or nearing the estate tax threshold and own a home, other property, or accounts that could appreciate in the…
Dispelling Myths and Answering FAQs in Estate Planning: A Guide to Smart Wealth Management
As an experienced Estate Planning Attorney, I often encounter misconceptions and questions regarding the process of wealth transfer and tax planning. One…
Maximizing Your Legacy: Smart Estate Planning Strategies for High Net Worth Individuals
As an Estate Planning and Administration attorney, I understand the value of hard work and the desire to share your success with…
Exploring Qualified Personal Residence Trusts: A Key Estate Planning Strategy
In recent years, American estates have benefited from high estate tax exemption rates, sparing many from complex estate planning tactics to dodge…
How the Corporate Transparency Act May Impact Your Estate Plan Part 3
Does the CTA impact you? If you missed the last reading on the CTA impact on you, click here Family…
How the Corporate Transparency Act May Impact Your Estate Plan Part 2
Does the CTA impact you? Many business regulations apply only to large businesses, but the CTA specifically targets smaller entities. If…
