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Estate Planning Attorney

An appointment with your estate planning attorney can address any holes that have developed and ensure that everything is in place. Read more

Created to own and control a life insurance policy or policies while the insured is alive, Irrevocable Life Insurance Trusts (ILITs) are tools that are sometimes recommended by estate and planners. Read more

A not uncommon estate planning scenario is an elderly parent who lives with an adult child, either at the parent(s)’s home or at the child’s home. Read more

A frequent complaint by next-generation members is that the senior generation never fully lets go of business tasks. Read more

Estate planning isn’t just for the ultra-wealthy, nor is it something you should put off until your golden years. Read more

Tax Reimbursement

Tax reimbursement clauses are a common clause in many trusts. Why are they used? Why are they important for you to understand? Read more

Inheritance - grandfather and young child in a swing

Heirs receiving an inheritance can expect the process to take time. Having a plan for the money and consulting with professionals are also things to keep in mind. Read more

How to Protect Loved Ones from Being Disinherited

If your beneficiary designations are out of date and you die without updating those designations, your assets could go the wrong people–a former spouse, for example–no matter what your will says. Read more

Why Everyone Needs an Estate Plan

Estate planning isn’t just for wealthy individuals with large assets; it’s essential for everyone. Read more

Extended family outdoors

About 40 to 50 percent of all marriages in the United States end in divorce. Regardless of how you feel about your child’s spouse Read more