Estate Planning

Few words evoke such strong negative imagery as the term “probate.” For most people, they are not sure exactly what probate entails, …

Business owners are particularly sensitive to cash flow and liquidity needs. This can be especially true of the business owner’s estate after …

Popular culture instills in us Washingtonians the concept of “common law marriage.” The concept goes something like this: if a man and …

You’ve likely heard finance experts say it. In fact, Suze Orman wrote about it in the July issue of the Costco Connection …

I get this question a lot: “Beau, what’s the single most important thing I can do in my estate plan to ensure …

As this issue is devoted, in part, to the issue of philanthropy, I thought it prudent to review some basic charitable gifting …