» Estate Planning

Five years ago, cryptocurrency was probably not on your radar. Today, it may be an important investment in your portfolio. You could even own some nonfungible tokens (NFTs), which are powered by the same blockchain-based technology. Despite the dizzy… Read More

A family cottage can be a gathering place that brings loved ones together generations to come. Unfortunately, without a proper succession plan, disputes over ownership and operation can lead to litigation among the family. Consider the example of a c… Read More

Estate planning is not usually a one-and-done deal. The estate plan you sign today may fit beautifully now, but over time changes in the law or in your circumstances could render your plan obsolete. Here are some recent examples to illustrate my poin… Read More

The IRS has issued inflation adjustments for certain sections of the Internal Revenue Code. Of interest to our estate planning clients, the federal estate exemption amount for decedents who die in 2022 has been increased to $12.06 million per individ… Read More

When done right, an estate plan can help make certain that a person’s assets will be easily passed on to the correct people after death. Not planning properly may cause family conflict, higher tax burdens, and the excessive time and costs of pr… Read More

Estate planning is often an overlooked piece of overall financial well-being. It’s a difficult topic to consider, and the conversations around it are not always easy. And without any real due date, it’s often the first “to-do” list item that… Read More

While many of you may be in the midst of sending your children off to college at this time of year, the fact is, whether your child is going to college or not, once they turn 18, they become adults in the eyes of the law and you risk being shut out u… Read More

During last month’s hearing, Britney Spears gave an emotional plea to the California Superior Court to finally end her 13-year conservatorship. In recent time, the #FreeBritney conversation has brought light to the issue of conservatorships, and ho… Read More