There’s almost always a reckoning when the government proffers a tax break. And so it…
Category: ESTATE PLANNING
Moving In With Your Adult Children
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Are You Prepared for Life as an Octogenarian?
As elder law attorneys, we help people prepare for the eventualities of aging. Without question, it…
Will Your Legacy Plan Include Charitable Giving?
You can take a broader approach when you are planning your estate and look at it…
Lessons from Patagonia
Individuals whose net worth exceeds a few million dollars often have charitable goals. Some, like Bill…
What You Need to Know about Wills and Trusts
Estate planning can seem a little overwhelming to someone who is new to the concept. Knowing…
Funeral Guidance from “The Queen”
The world recently watched the impressive formal activities surrounding the funeral of Queen Elizabeth II. Her…
Senior Veterans May Qualify for Special Pension
Many people that have served in the United States military make considerable sacrifices. At the same…
Understanding Undue Influence – Part II
Whenever a client’s Estate Plan deviates from the expected disposition, it raises questions for the slighted…
Planning for the “Silver Tsunami”
Estate Planning practitioners often counsel clients regarding whom they should name as fiduciaries in addition to…