If you’re like most people, you probably think of your estate plan in earnest every…
Browsing: Estate Planning
On January 1, 2018, pursuant to the Tax Cuts and Jobs Act of 2017, the…
Not that long ago, I was part of a panel discussion on the subject of…
I love to see families become closer, healthier, more productive and more impactful. I love…
Early in my career I remember a couple talking about how brilliant their attorney was…
This is the fourth in a series of posts regarding the appointment of trustees. Links…
This is the third in a series of posts on Who Should Be Trustee? For…
Last month I attended the Heckerling Institute — considered by many to be the premiere…
Part 2 of this series focuses on appointing independent parties vs. family members or beneficiaries in the role of trustee.
It’s one of the most important questions any estate planning attorney can ask — but…