Sometimes it’s hard to see the forest through the trees. This is as true for sophisticated estate planning as it is for …
Young families need wills. But, the legal profession has an admitted problem—the use of attorneys is expensive and can also be time …
Personal liability exposure is an important planning consideration. A person should be able to identify potential risks and assess means to mitigate …
Of course, there are many options available to pay for the education of a loved one. There are direct gifts, state-sponsored 529 …
Financially successful individuals often contemplate the highest and best use of their assets. In some cases, those same individuals have decided that …
Property owned by a spouse does not automatically transfer to the surviving spouse at death. Instead, something more is needed in the …
Should a person gift the farm before death to avoid the complexity of probate and the estate tax? Probably not. The family …
As one year comes to an end and another begins, it’s worth taking stock of your estate plan and ponder whether Washington …
Above all else, two issues impact the complexity and time and cost of the administration of a person’s estate more than the …
