by amanda | Dec 30, 2023 | Uncategorized
The estate tax exemption increase for 2024 may seem modest, but it is part of a larger, more significant change that began in […] Read More
by amanda | Dec 30, 2023 | Uncategorized
The estate tax exemption increase for 2024 may seem modest, but it is part of a larger, more significant change that began in […] Read More
by amanda | Dec 28, 2023 | Uncategorized
Legal AI can help you stay on top of legislative changes, speed up redlines, and get valuable insights on complex issues “Change is the only constant” is an apt description for attorneys with trusts and estates practices. State and federal laws and...
by amanda | Dec 27, 2023 | Uncategorized
In my practice, I am fortunate to serve clients in developing tailored estate plans as well as administering the estates of recently deceased loved ones. This dual perspective exposes some common pitfalls that can undermine even the most well-intentioned planning....
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...
