Blog
Blog
When the residue of a probate estate is to pour over into an inter vivos trust, when does the property become a trust asset?
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
Estate Planning with Entities
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 income and property...
The Top 5 Dos and Don’ts of Family Conversations Involving Aging Loved Ones’ Needs
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
The Top 5 Dos and Don’ts of Family Conversations Involving Aging Loved Ones’ Needs
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
2024 Brings Estate Planning Opportunities, Significant Reporting Obligations
Wealthy families should consider taking advantage of the favorable estate planning environment that 2024 brings. Read More
Navigating the Digital Waters: Law Firm Marketing Trends for 2024
In the fast-paced world of legal services, keeping ahead of the game can mean the difference between success and stagnation. Read More
Estate Planning Lessons from the Movies – Part II
Recently, a headline titled "Eight Lessons from Killers of the Flower Moon" caught my eye, and the idea for this two-part blog took hold. Read More
[Webinar] Preparing and Protecting Your Estate Plan for Rising Interest Rates – November 30th, 12:00 pm – 1:00 pm ET
From 2010 to 2021, interest rates remained at historically low levels, and as a result, many estate plans were designed to work best in such environments. However, with the rise in interest rates, it is crucial to consider and potentially implement estate planning...
Incorporating Gratitude Into Your Family’s Life Yields Wellness Benefits
As Thanksgiving approaches, we are faced with reminders to express gratitude for the blessings in our lives - family, friendships, kindnesses bestowed upon us and the means to meet our everyday necessities. This season prompts reflection, encouraging many to...
The Crucial Importance of Updating Documents After Divorce
Divorce can be a challenging and emotionally draining experience, leaving individuals with numerous legal and personal matters to resolve. Amidst all the turmoil, it is vital for people to understand the significance of updating beneficiaries on various accounts and...
