10.22.19

What to do with your vacation home

How to hold title and structure ownership of your family’s vacation home to protect the property and help ensure family harmony

Category Trusts And Estates

06.11.19

Why use a Charitable Lead Trust (CLT)?

Use of a Charitable Lead Trust (CLT) can accomplish multiple goals of income, gift and estate tax savings while providing benefit to charity as well as family members.

Category Trusts And Estates

03.12.19

Tax planning related to transfer of ownership of closely held...

There are several issues one must consider when transferring a closely held business to the next generation.

Category Trusts And Estates

10.03.18

Does anyone know you own bitcoins? — estate planning for...

Bitcoins and other cryptocurrencies are becoming more popular but they are easily lost at death without proper estate planning.

Category Trusts And Estates

08.16.18

Estate planning asset by asset

Everyone should have a well-designed estate plan that takes into account all of their assets and disposition desires. However, it is important to take an “asset approach” as you are crafting your estate plan with your attorney.

Category Trusts And Estates

07.20.18

Estate planning for each stage in life

Changes in your personal life will impact your estate plan whether you are college-aged, single, engaged, newly married, parents, separated or divorced.

Category Trusts And Estates