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Blog Posts in Estate Planning

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  • Summer Vacation Plans? Precautions and Preparations to Consider
    Summer Vacation Plans? Precautions and Preparations to Consider

    After months of near confinement in our homes, many of us are stir-crazy and eager to travel to a vacation destination. Although more states are opening up, there are several precautions to consider ...

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  • Why Your Marital Agreement Should Be Shown to Your Estate Planner
    Why Your Marital Agreement Should Be Shown to Your Estate Planner

    It is not uncommon for couples to enter into marital agreements stating what property is separately owned by each spouse and the property rights each spouse will have in the event of separation, ...

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  • Caring for Yourself with the Right Estate Planning Prescription
    Caring for Yourself with the Right Estate Planning Prescription

    To all front-line and “essential” workers: Thank you for all of your hard work—day in and day out (and often evenings, nights, and weekends). You tirelessly give of yourself to care for some of the ...

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  • Another Option in Trust Administration Disputes -- Collaborative Practice for Estate Planning and Trust Administration
    Another Option in Trust Administration Disputes -- Collaborative Practice for Estate Planning and Trust Administration

    Collaborative Practice for Estate Planning and Trust Administration provides the means of resolving familial conflicts without involving the legal system and protracted litigation. Instead, these ...

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  • Special Needs Trust Fairness, At Last
    Special Needs Trust Fairness, At Last

    December 13, 2016 marked the end of a 23 year-long period where mentally fit individuals where barred from establishing their own special needs trusts. The Special Needs Trust Fairness Act, part of ...

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  • The Trump Presidency & Your Estate
    The Trump Presidency & Your Estate

    Last month's election of Donald Trump and Republican majorities in both our Senate and our House of Representatives have raised a number of significant financial uncertainties for some Americans-- ...

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