#TrustsAndEstates
Myths and Frequently Asked Questions: Helping Clients Give Away Their Money and Property- Part 2
Question #1: What Happens If I Don’t Have a Will? In 2024, approximately two-thirds of Americans still do not have an estate…
Deciding Who Gets What in Your Estate Plan
Don’t Let This Crucial Question Derail Your Estate Plan: Who Will Inherit Your Assets? Creating or updating your estate plan can…
Dynasty Trust Blog #2
How a Dynasty Trust Works and Its Benefits Creating and funding a dynasty trust involves collaboration with experienced estate planning attorneys and…
Why Singles Should Worry About Estate Planning
Let me tell you, estate planning is a big deal, and it’s not just for families or married couples. Singles, you need…
Right of Occupancy Checklist
Giving a loved one the right to occupy a piece of real estate after you have passed away is a great…
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…
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…
