Do I Need a Will or a Trust? – Choosing the Right Estate Planning Instrument

September 20, 2019

Every family is different.  As a result, every estate plan will also need to be different.  A well-crafted estate plan will be tailored to the individualized goals and requirements of the person making the estate plan.  There are a wide range of estate planning instruments to help you achieve your goals, depending on your assets, […]

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Estate Planning and Debt

July 5, 2019

Most people work very hard to reduce or even eliminate debt as much as possible.  Despite our best efforts, however, most people will have debt throughout their lifetime, including at the time of their death.  Debt can range in types from mortgages on real estate, unsecured credit card debt, or medical debt from end of […]

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Choosing the Right Estate Planning Documents

July 2, 2019

Everyone knows that planning for the future is important.  Having a thorough and adequate plan can help you attain your goals while providing stability for you and your family.  An estate plan is an essential component of a complete plan for your future.  Estate planning is highly fact specific, and just as no two families […]

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Why You Need a Will Even If You Have a Trust

June 26, 2019

There are many important considerations when making an estate plan.  An estate plan can provide you with the opportunity to create stability and structure for your friends and family both before and after you pass away.  There are a variety of instruments that can be included in your estate plan.  Two of the most common […]

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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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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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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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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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