by amanda | Mar 22, 2024 | Uncategorized
Physicians and healthcare providers, like many others with demanding professions, often postpone or overlook their own estate planning and preparation. Estate planning is a fundamental process for individuals at any stage of life. It is especially important, however,...
by amanda | Mar 21, 2024 | Uncategorized
In the world of estate planning, high net worth individuals and families increasingly recognize the importance of advanced planning, including the use of supplemental needs trusts (SNTs), as a powerful tool for ensuring the well-being and financial security of their...
by amanda | Mar 20, 2024 | Uncategorized
A Beneficiary Intentionally Defective Irrevocable Trust (BIDIT) provides a unique planning opportunity because it allows a beneficiary to continue to benefit from his or her own assets while maintaining some level of control and also protecting such assets from estate...
by amanda | Mar 6, 2024 | Uncategorized
The start of a new year is a great time to review your current estate plan or consider creating one. 2024 brings a number of opportunities for creating an estate plan, pursuing gifting strategies, and considering philanthropic goals. Here are a few estate planning...
by amanda | Mar 4, 2024 | Uncategorized
Let’s be honest. Legal documents are not written in anyone’s love language. On Valentines Day, we undoubtedly would prefer to exchange thoughtful presents, enjoy an intimate meal with our significant other, or blush at the occasional small (or grand)...
