Sucuri WebSite Firewall – Access Denied

If you are the site owner (or you manage this site), please whitelist your IP or…

Secure a Loved One’s Future With a Supplemental Needs Trust

Estate planning is more than just a legal requirement to prevent intestacy; it’s a way to…

How To Keep The Clients’ Kids In The Firm’s Family

You’ve heard “Use it or lose it.” Well, when it comes to you clients’ kids,…

Sucuri WebSite Firewall – Access Denied

If you are the site owner (or you manage this site), please whitelist your IP or…

IRS Announces Gift and Estate Tax Increases for 2024

As 2024 approaches, a crucial update from the Internal Revenue Service (IRS) brings changes to the…

Bad Behavior Can Ruin A Good Plan!

My clients tire of me telling them this. Yet, too often it seems a well designed…

How Sensible and Relief-Oriented ARE the Federal Estate Tax Legislative Proposals?

While attending a meeting of the American Academy of Estate Planning Attorneys, one of the presenters…

Sucuri WebSite Firewall – Access Denied

If you are the site owner (or you manage this site), please whitelist your IP or…

Legacy Planning In the Age of the Silver Tsunami

The phrase “Silver Tsunami” captures the significant increase of Baby Boomers entering their retirement years. While…

Can You Draw Up Your Own Will By Hand?

Since so many people go through life without any estate planning documents, some folks finally decide…