New Transfer on Death Deed Avoids Probate and Seamlessly Transfers Land
One of the challenges facing an individual that owns property outside of his or her state of residence is the fact that a person’s estate generally must go through probate…
The Multi-Pronged Approach to Paying for Your Child’s Education
As higher education costs continue to rise, it’s important to consider how best to fund your child’s or grandchild’s education. I propose a multi-pronged approach to utilize tax-advantaged 529 plans,…
Spousal Trust for Protection for Your Spouse (or From Your Spouse)
A trust set up for the benefit of your spouse can provide powerful protection for your spouse while at the same time protect your vision for the ultimate distribution of…
Charitable Lead Trust
What is a charitable giving technique that doubles as a wealth transfer technique to avoid estate taxes and at the same time works especially well in a low-interest rate environment…
Protecting Your Address is Possible, But Complicated
In the world of property privacy planning, it would be nice if a single solution existed to protect a person and his or her assets from the preying eyes of…
Beneficiary Designations (Retirement Accounts and Insurance)
One of the biggest areas that is often overlooked in an estate plan are the seemingly innocuous beneficiary designations tied to assets like retirement accounts and life insurance. The beneficiary…
The Prototypical Will
Sometimes it’s hard to see the forest through the trees. This is as true for sophisticated estate planning as it is for anything else. It’s worthwhile then to step back…
Options to Protect Special Property
Think of a unique piece of property. Maybe it’s a plot of land you own that is situated perfectly to be added to the Badger Mountain trail system. Maybe it’s…
DIY Wills and The Importance of Wills for The Young Family
Young families need wills. But, the legal profession has an admitted problem—the use of attorneys is expensive and can also be time consuming. It is also one of the many…
The Donor Advised Fund
Donor Advised Funds have gained in popularity in recent years. They provide an easy way to facilitate charitable giving, they can increase tax savings, and they can be creatively employed…
