Estate Planning Attorney/Lawyer

February 15, 2024

3 Common Probate Questions: Estate Planning Basics

When people pass away, they leave behind assets, property, and possessions that can have sentimental and real value for surviving family members…

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February 1, 2024

Modifying an Irrevocable Trust Through Trust Decanting

A trust is a legal document that you can set up to give assets to someone else. Trusts can be revocable or…

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January 23, 2024

Do You Need a Spendthrift Trust?

The aging population is expected to transfer $30 trillion in the coming years, per Forbes. According to the Survey of Consumer Finances, the median inheritance…

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January 9, 2024

What Are the Drawbacks of Naming Beneficiaries?

Although in many situations the advantages outweigh the disadvantages when selecting beneficiaries, there are always exceptions. What Is a Beneficiary? Beneficiaries are individuals…

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December 28, 2023

Mitigating the Impacts: Sunsetting the Tax Cuts and Jobs Act

The Tax Cuts and Jobs Act (TCJA) took effect on Jan. 1, 2018, and impacted personal income taxes, small businesses, estate tax…

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December 14, 2023

Inherited Retirement Accounts: Minimizing Tax Consequences

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, which went into effect in 2020, changed how beneficiaries of inherited retirement…

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November 30, 2023

What Is a Gun Trust?: Estate Planning Q&A

According to Pew Research, 30 percent of adults in the United States report owning a firearm. Gun sales have risen in recent years,…

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July 27, 2023

Establishing Your Trust and Choosing a Trustee

Trusts offer benefits beyond wealth accumulation, serving various purposes and addressing specific challenges that go beyond financial considerations. Particularly, trusts can effectively…

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June 22, 2023

How to Give Your Pet the Best Life Possible with Pet Trusts

Pets provide much joy and comfort to their owners. Your pets are probably be considered valuable members of your family. Since you…

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June 1, 2023

Understanding Grantor-Retained Income Trusts

Many people seek strategies for wealth transfer and estate planning that preserve their assets and allow them to reap financial benefits while…

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