Estate Planning, Probate, Trusts Estate Planning for Spouses: The Basics This week Forbes published an article that outlines the basics of how to fund an estate plan for spouses. The … June 7, 2013 2 MIN READ
Charitable Remainder Trusts, Estate Planning, Trusts Discriminatory Old University Trust May Be Modified Upon visiting an estate planning lawyer for the first time and learning about available options many are surprised at the … May 20, 2013 2 MIN READ
Estate Planning, Power of Attorney, Trusts, Wills Developments in Anthony Marshall Case – Brooke Astor Estate Fiasco Celebrity estate planning complications and feuds are often used to illustrate basic planning principles or common problems. Perhaps none of … April 29, 2013 2 MIN READ
Estate Planning, Trusts Effect of Presidential Budget on Estate Planning Nothing about the law is every entirely static. Obviously legal rules and principles change over time. However some practice areas … March 29, 2013 2 MIN READ
Estate Planning, Inheritance Trusts, Trusts Family Feuding Over High-Profile East Coast Cavern Dynasty Infighting over control of family assets is far from uncommon no matter the value of the holdings. History is replete … March 25, 2013 2 MIN READ
Blended Families Estate Planning, Trusts James Brown Estate Battle Rages On — Supreme Court Rejects Compromise The more assets that are at stake following a passing the higher the risk that others might pursue all available … February 28, 2013 2 MIN READ
Estate Planning, Financial Planning, Trusts Understanding How a Wealth Transfer Might Affect Insurance Advisor One shared a useful story this week that touches on an item commonly forgotten in wealth transfers including those … February 27, 2013 2 MIN READ
Charitable Remainder Trusts, Estate Planning, Estate Taxes, Trusts E-Planning: Estate Planning in our Digital World Like it or not our world is infatuated with technology. Smartphones conduct intercontinental transactions. Friends across the country communicate through … February 6, 2013 2 MIN READ
Estate Planning, Trusts Estate Planning with the Blended Family in Mind The birth of a child a soldier’s welcome home a wedding a graduation holiday festivities or even a birthday party … February 4, 2013 2 MIN READ