Why Do I Need an Estate Plan Since the Change in Tax Law?

June 24, 2019

President Trump’s administration has seen a host of changes.  One of the most sweeping changes is the Tax Cuts and Jobs Act.  The law was passed and then signed into law in December 2017.  This legislation overhauled many areas of the federal tax code, including tax credits for minor children, itemized deductions, and estate taxes.  […]

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Common Mistakes Choosing Life Insurance Beneficiaries

June 21, 2019

We all want to make sure that our family and loved ones have a secure future, even after we have passed on.  Estate planning is an essential step to making sure this is properly accomplished.  With an estate plan, you can establish a trust for your grandchild’s future education, distribute your fine art collection, or reduce the […]

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Step-Children, Partners, and Close-Friends – Who to Remember In Your Estate Plan

June 20, 2019

A solid estate plan is an important component of making sure your future and that of your family members and loved ones is secure and stable.  An estate plan can help you provide financial security as well as guidance to how you want your minor children taken care of, your preferences for medical care, and […]

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Proving Breach of Fiduciary Duty In a Trust Case

June 19, 2019

There are a wide variety of instruments that can be used to craft your estate plan.  A well rounded estate plan will likely include several different documents, such as your last will and testament, a durable power of attorney, a living will, or a trust.  Each estate planning instrument has its own benefits and drawbacks, […]

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Lessons From Famous Probate Cases

June 18, 2019

America has a strong “celebrity culture.”  Easy access to information through the Internet, as well as the widespread use of social media has only increased the visibility of celebrities and the minutiae of their lives.  We can learn a lot from celebrities, whether that is how to devote energy and time to philanthropy or as […]

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Using a Trust to Disinherit Your Child

June 17, 2019

Family is an important foundation for most people.  We spend most of our lives interacting with our family members, whether that is our parents, siblings, spouses, or even children.  Having children and guiding them as they grow up is rewarding and can be a source of great joy.  However, not every parent-child relationship is ideal.  In some unfortunate circumstances, […]

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Sveen v. Melin

June 10, 2019

Estate planning is an important step for any adult, as it can make sure that your friends and family members are taken care of after you pass away, designate particular people to make decisions on your behalf, and lay out your health care preferences, just to name a few.  Purchasing a life insurance policy is […]

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Trusts to Protect Your Vacation Home

May 1, 2019

Many Americans work hard to purchase real estate.  It has historically been a solid investment for your future and that of your family.  Some families are fortunate enough to be able to invest in additional real estate, including a vacation home.  A vacation home or cabin can be a great way to spend time with […]

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Self-Authenticating Wills

April 30, 2019

Creating a last will and testament is an important element of any well-crafted estate plan.  With a last will and testament, you can provide your personal representative as to how you want your assets distributed after you pass on.  Your will can also name your preferred personal representative (also known as an executor), refer to […]

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What Is a Declaration of Trust?

April 29, 2019

Millions of Americans work in small businesses.  Statistics show that small businesses employ almost half of the work force in the United States.  Many people decide to begin a new business every year, and with that decision comes many other important issues to consider.  Just one of these is how to structure your business.  Some […]

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