Assets owned by an individual provide the landscape for an Estate Plan. A qualified estate planning…
Category: ESTATE PLANNING
Can You Give Advance Inheritances to Get Around Estate Taxes?
You pay many different types of taxes throughout your life, including income taxes, property taxes, capital…
Can You Revoke a Trust?
Some people assume that one of the differences between a will and a trust is the…
Proposed Amendment To Anti-Clawback Regulation
The Treasury Department is on the cusp of changing a taxpayer-friendly regulation regarding federal estate…
Thoughts on Being a Personal Representative
We use cookies on our website to give you the most relevant experience by remembering your…
Nursing Home Costs Can Consume Your Legacy
As estate planning lawyers, we help people facilitate effective postmortem asset transfers, but there is another…
Assert Your Choices to Prevent a Guardianship
You should take a comprehensive approach when you are planning your estate. Yes, you want to…
Business Succession Planning May Be Easier than You Think
Many Estate Planning attorneys shy away from business succession planning, but if you approach it like…
An Advisor’s Guide For Surviving The Fragile Decade
Retiring investors are not just worried about money. They are also nervous about entering that…
Spring Summit 2022: Celebrating Friendship in the Lone Star State
The American Academy of Estate Planning Attorneys (the “Academy”) held its Spring Summit in the Lone…