Have You Chosen the Right Trustee?
Whether you are reviewing your existing trust or creating a new trust, you should understand the important role that a trustee plays not only in handling trust matters but also […]
Quiz: How Much Do You Know About Taxes?
True or false? Estate tax makes up the largest percentage of revenue collected by the Internal Revenue Service (IRS)? False. Approximately 50 percent of the IRS’s revenue comes from income tax, […]
Balancing Act: What Matters Most to You?
When people begin getting their affairs in order through the creation of an estate plan, they often face a delicate balancing act between saving on income and estate taxes, protecting […]
Surviving Tax Season
Taxes That Can Impact Your Estate Plan Estate planning involves deciding how to plan for the management of your money, property, and well-being before your death and how to distribute […]
Nonjudicial Settlement Agreements: The Good, the Bad, and the Ugly
Nonjudicial Settlement Agreements: The Good, the Bad, and the Ugly Some trusts are irrevocable as soon as they are created, which means that, in general, the grantor (the person who created and […]
Slicing Your Estate Planning Pi(e)
What? You didn’t know that March 14 (3/14) is National Pi Day? We didn’t either until recently, but now we know this celebratory day was established (you guessed it!) by […]
Do Not Leave Your Minor Children’s Future to Luck
We associate March with St. Patrick’s Day and Irish traditions such as searching for four-leaf clovers, which are thought to bring good luck. One thing that parents should never leave to […]
Ladies, You Need a Plan
In 1987, Congress passed a law recognizing March as Women’s History Month—a time to honor the contributions and achievements of women throughout American history in a variety of fields. Women […]
Why the Knives May Come Out at Death
The box office success of the 2019 murder mystery Knives Out led to franchise status, with Glass Onion, the first sequel, released in late 2022. The original Knives Out featured whodunit intrigue surrounding the murder […]
Three Things You Need to Do When Your Spouse Dies and Their Will or Trust Has a Disclaimer Provision
Losing your spouse is one of the most difficult things you might face in life. Although it is important to take time to grieve, there are also some crucial steps […]