by amanda | Dec 25, 2023 | Uncategorized
Assume a will provides that the residue of the probate estate shall be transferred to the trustee of an inter vivos trust, said property to be held in accordance with the trust’s terms. Read More
by amanda | Dec 23, 2023 | Uncategorized
Estate Planning attorneys have long recommended the use of closely held entities such as family limited partnerships (“FLPs”) and limited liability companies (“LLCs”) to provide flexibility in allocating rights to profits and capital, to shift...
by amanda | Dec 21, 2023 | Uncategorized
If you are lucky enough to gather around the holiday table with multiple generations, aging relatives, and loved ones, consider the kinds of conversations that you may be engaged in or should be having with them at some point during your visit. Read More
by amanda | Dec 21, 2023 | Uncategorized
If you are lucky enough to gather around the holiday table with multiple generations, aging relatives, and loved ones, consider the kinds of conversations that you may be engaged in or should be having with them at some point during your visit. Read More
by amanda | Dec 18, 2023 | Uncategorized
Wealthy families should consider taking advantage of the favorable estate planning environment that 2024 brings. Read More