Why Snow White’s Father Should Have Had an Estate Plan
Many of us are familiar with the story of Snow White and the seven dwarfs. Central to the story is the relationship between Snow White and her stepmother. After losing ...
Things To Know When Planning For An Addicted Loved One
It has been said that the only thing harder than being an addict is loving one. Having someone in your life who struggles with substance abuse is never easy, no ...
Estate Planning Is About Knowing Your Priorities
Thinking about the world and how our loved ones will fare after we pass away can be very difficult. Although we all know that we will pass away at some ...
To The Millennials: The Time To Plan Is Now
As a millennial, you are contributing to the workforce in a major way and are making positive changes in the world around you. We understand that your concerns may differ ...
What You Can Learn from the Leno Conservatorship Proceedings
When most people think about creating an estate plan, they usually focus on what will happen when they die. They typically do not consider what their wishes would be if ...
Navigating The Fiscal Year 2025 Greenbook: Key Trust And Estate Tax Proposals
The U.S. Department of the Treasury has released its General Explanations of the Administration’s Fiscal Year 2025 Revenue Proposals. Commonly referred to as the Greenbook, this document lays out tax ...
What Does SECURE 2.0 Have to Do with 529 Plans
By now, you have likely heard about the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) and the SECURE 2.0 Act of 2022 (part of the ...
What Can I Not Do As Trustmaker And Trustee Of A Revocable Living Trust?
Wills and living trusts are two of the most fundamental estate planning documents. While both accomplish the same primary objective in an estate plan of directing the distributions of your ...
What Happens to An Adult Child Living at Home When Their Parents Pass Away?
Today more young adults are living at home with their parents than at any time since the 1940s. While there are many different opinions about this trend and the cause ...
QUALIFIED DOMESTIC TRUSTS: YOUR JUMPSTART TO PROTECTING YOUR NONCITIZEN SPOUSE
Married couples love each other and want the best for each other. Establishing a comprehensive estate plan is one way to provide the best for each other. Not only does ...