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The Role of Estate Planning and Retirement Planning
You’re never too young to start planning for the future. It’s not just about retirement; it’s also about hiring an…
Choosing the Right Professional Fiduciary: What Questions to Ask
When it comes to managing finances and making crucial decisions during incapacity, a professional fiduciary can provide the expertise and…
Retroactive Social Security Benefits Now Available to Eligible Surviving Partners of Same-Sex Partnerships
After years of litigation, the Social Security Administration (SSA) has finally changed its policies to allow survivors of same-sex couples…
Should You Hire a “Coffin Confessor” to Reveal Family Secrets Upon Your Death?
Who can you trust when you can’t trust your family? Do you have a journal or private letters that should…
Why You Should Consider Hiring an Estate Planning Attorney
No one likes to think about death or incapacity, but the fact is that it’s something that we all have…
Protect Your Children’s Inheritance with a Lifetime Asset Protected Trust
You can choose how you leave your estate to your children or beneficiaries. But, how you leave those assets to…
Standalone Retirement Trusts
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
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
Probate and the Problem with Cryptocurrency The death of Matthew Mellon shows how a lack of planning can cause problems…
The Benefits of a Revocable Living Trust in the Time of COVID-19
Revocable Living Trusts: Important Tools During the Pandemic Americans reacting to the spread of the Novel Coronavirus (COVID-19) should ensure…
Five Steps to Spring Clean Your Estate Planning
Estate Planning During Quarantine In a time where many of us are spending more time in our homes than we…