Category: Estate Planning

Protecting Retirement Accounts After the SECURE Act On December 20, 2019, President Trump signed the Setting Every Community Up for…

Watch Out for the Capital Gains Tax The doubling of the estate tax exemption might mean you do not have…

Probate and the Problem with Cryptocurrency The death of Matthew Mellon shows how a lack of planning can cause problems…

Revocable Living Trusts: Important Tools During the Pandemic Americans reacting to the spread of the Novel Coronavirus (COVID-19) should ensure…

Estate Planning During Quarantine In a time where many of us are spending more time in our homes than we…

Going to the Casino When people go gambling with money that is not theirs, the results are rarely like the…

Buffett on Raising Heirs Warren Buffett has some advice for wealthy people who are concerned that their heirs will lack…

Does Your Retirement Plan Include Relocating? The answer will definitely surprise you: Sioux Falls, South Dakota. According to a new…

Could Aging in Place Work for You? The ultimate goal of aging in place is avoiding a move to an…

Aretha Franklin’s death affirms the importance of Estate Planning Aretha Franklin’s passing last week was a devastating loss for admirers of…

Grantor Trust Triggers One of the more important issues in trust law is whether any particular trust is considered to…

Disinheriting a Child Sometimes parents think they have no other choice but to disinherit one of their children. This decision…