For most people, the first estate planning document they create is a Last Will and Testament.…
Category: ESTATE PLANNING
Special Needs Planning Questions Answered
What is special needs planning? In the field of estate p lanning, steps can be taken…
Do All Estate Transfers Go Through Probate?
Probate is a legal process that will enter the picture if you use a simple will…
Let’s Talk about Trusts…and Taxation
Estate planning attorneys need to understand and explain taxation of trusts in order to properly advise…
What Makes a Will or Trust Invalid
Attorneys often answer questions relating to the validity of Estate Planning documents. Sometimes, the testator or…
What Are the Responsibilities of the Probate Court?
As estate planning and elder law attorneys, we are intimately connected to the probate court. One…
Are Living Trust Distributions Taxable?
A living trust is the ideal estate planning tool for a wide range of different people.…
Passing Generational Wealth Top Concern For Millennials, Survey Says
More than two-thirds (67%) of investors believe in passing generational wealth on to their heirs,…
How To Plan For Wealthy Clients Who Are Waiting For Inheritances
Surveys show that even currently wealthy Americans believe they’ll need future inheritances to maintain their…
FP Alpha Launches AI-Driven Estate Planning Tool
Fintech company FP Alpha this week unveiled a new tool that it says allows financial…