Contract or a Covenant?

When considering your estate plan, I ask this question: do you consider it a contract [...]

Durable Powers of Attorney

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When is an Irrevocable Trust Revocable?

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Employing a Corporate Trustee

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Issues with IRA and 401(k) in Estate Planning

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5 Reasons to Update Your Estate Plan

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The Perils of Joint Accounts

I hear this question all too often.  A client will come in, thinking they have [...]

Tax Law Provides Opportunities

You may be aware that the Tax Cuts & Jobs Act was enacted at the [...]

State & Local Tax Deduction Slashed

Many of you have heard that the Tax Cuts & Jobs Act of 2017 that [...]

Secret Trusts

Many clients have expressed a desire to create trusts for loved ones, but to not [...]