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Estate PlanninG

Blog Posts in 2020

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  • You Inherited a Retirement Account: Now What?
    You Inherited a Retirement Account: Now What?

    For decades, common financial planning wisdom has encouraged almost all-American workers to maximize their contributions to qualified retirement accounts. Indeed, doing so can be a powerful way to ...

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  • Should You Own Your Timeshare in Your Trust?
    Should You Own Your Timeshare in Your Trust?

    Timeshares have come a long way since they first arrived in the real estate market back in the ’70s. In the early days of timeshare ownership, high-pressure sales tactics, exceedingly vague contracts, ...

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  • A Tale of Two Celebrities: Chadwick Boseman and Eddie Van Halen
    A Tale of Two Celebrities: Chadwick Boseman and Eddie Van Halen

    The death of an iconic figure can sometimes impact us deeply because it reminds us of our shared humanity. With a celebrity’s passing, we realize that death is an equalizer. It also reminds us of the ...

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  • Can an Estate Plan Include a Right of First Refusal on Certain Property?
    Can an Estate Plan Include a Right of First Refusal on Certain Property?

    Estate planning attorneys are occasionally asked by clients whether an estate plan can include a right of first refusal (ROFR) (sometimes called a first right of refusal) on certain items or parcels ...

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  • How to Own Your Real Estate
    How to Own Your Real Estate

    Real estate encompasses not only one’s primary residence but also other real estate such as a vacation home or a rental property. The ideal form of ownership varies depending on the type of real ...

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  • 10 Types of Trusts: A Quick Look
    10 Types of Trusts: A Quick Look

    Considering the myriad of trusts available, creating the right estate plan can seem daunting. However, that is what we, as estate planning attorneys, do every day. We know the laws and will design a ...

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