» Estate Planning

Brand new this year, 530A Accounts (also known as “Trump Accounts”) are an innovative tool for families considering options for their kids’ financial futures and potential estate planning moves for themselves. These tax-deferred savings account… Read More

A couple of years ago over the holidays, I was gifted one of those popular consumer DNA kits, a small box promising to unlock the secrets of my ancestry. I’d always been curious about where my roots might trace back to, imagining stories of distant… Read More

For many, the annual transition from fall to winter comes with a long checklist: winterizing the house, end-of-year giving, and many other “to-dos” pile up around the holiday season. If your plans include hosting family and friends, it may be an… Read More

Do-it-yourself estate planning is the gift that keeps on giving. To attorneys, that is. A married client recently came in to see me. He had used one of the online document preparation services to create a revocable living trust for himself. When I re… Read More

When people hear “estate planning,” they might picture sprawling properties or complicated finances. But at its core, estate planning isn’t about wealth. It’s about what you value. Everyone has something to protect. It might be your family. Y… Read More

It’s no surprise that Americans have doubled down on their love for pets in recent years. In fact, we’re on track to spend over $150 billion on our beloved companions in 2025; more than double what we spent back in 2015. As pet ownership and spen… Read More

The dangers of do-it-yourself estate planning. After searching for many months, my wife and I found a house and are thrilled to close on our purchase in a few days. Its ideal location and size for our growing family comes with one significant catch:… Read More

What happens if you don’t have a will? Did you know that, according to a recent survey, roughly 76% of Americans do not have a will? Unless you have had a loved one pass away without a will, you may not be familiar with the legal process required i… Read More