There are many different tools in the estate planning toolkit. You should be aware of your…
Category: ESTATE PLANNING
Tread Carefully with Specific Bequests
Parents often decide to leave one child a specific asset and provide an equalizing cash bequest…
The Game-Changer for Your Law Firm
We use cookies on our website to give you the most relevant experience by remembering your…
What Is a Testamentary Trust and Why Would You Use One?
A testamentary trust is a legal arrangement established through a person’s last will and testament. It…
SSI and SSDI: What’s the Difference?
The acronyms that are used to describe government programs can be confusing because they are similar.…
Can You Decline an Inheritance?
An inheritance might seem like a windfall, but not everyone wants to accept it. Surprisingly, you…
Advanced Law Firm Software for Data-Driven Decision-Making
In today’s competitive legal landscape, making informed decisions is crucial for the success of your law…
This Inheritance Planning Checklist Will Provide Insight
A survey was conducted earlier this year to gauge the estate planning preparedness of American adults.…
Bridging the Past and Future
The American Academy of Estate Planning Attorneys (the “Academy”) held its annual Fall Summit in San…
What You Should Know .
When it comes to planning for your future, protecting your assets, and ensuring your wishes are…