
Lower Estate Taxes, Tougher Estate Planning
If you’re like most people, you probably think of your estate plan in earnest every…
If you’re like most people, you probably think of your estate plan in earnest every…
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…