5 Things Every Mother Needs to Know About Wills

December 5th, 2016|

As a mother, you naturally want to ensure your child’s future in every way. For many new mothers, infancy is a time for celebrating new life, and making a Will is the last thing on

10 Types of Trusts: A Quick Look

July 18th, 2016|

Considering the myriad of trusts available, creating an estate plan that works can seem daunting.  However, that’s what we, as estate planning attorneys, do every day. We know the laws and will design a plan

4 Reasons to Protect Your Retirement Accounts Now

April 26th, 2016|

During your lifetime, your retirement account has asset protection, but as soon as you pass that account to a loved one, that protection can evaporate. This means one lawsuit and your life-long, hard-earned savings could

4 Tips for Avoiding a Will or Trust Contest

January 14th, 2016|

A will or trust contest can derail your final wishes, rapidly deplete your estate, and tear your loved ones apart. But with proper planning, you can help your family avoid a potentially disastrous will or

What’s Hot in Estate Planning Right Now May Surprise You

November 2nd, 2015|

Estate planning has truly evolved over the past 20 years. Gone is the uncertainty about federal estate taxes and the absolute requirement for married couples to use complex trusts to minimize these taxes. But also

2016 Estate and Gift Tax Predictions

October 29th, 2015|

Under current law the federal estate tax, gift tax, and generation-skipping transfer tax exemptions have become unified and are indexed for inflation on an annual basis.  Since 2011, the exemption and tax rate have changed

National Estate Planning Awareness Week

October 29th, 2015|

Did You Know We Just Ended the 2015 National Estate Planning Awareness Week? In 2008 the National Association of Estate Planners & Councils (NAEPC), in conjunction with Rep. Mike Thompson (D-CA) and 49 of his

Benefits of Single Member Limited Liability Companies

April 10th, 2015|

The limited liability company (LLC) form of entity is the appropriate form of conducting business for, many, if not most, sole proprietors. The primary reason for this is that this form of entity permits an