01.27.22
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