Our blog includes posts about a wide range of estate planning topics, including trust-based estate plans, estate planning when you have a disabled adult child, planning as part of a blended family, and planning for charitable giving. To learn more, contact our office to discuss how we can help you create an estate plan that best fits your needs.
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What Can Cause Your Trust to Fail?John Goralka, J.D., LL.M., discusses issues he sees that causes trusts to fail.
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How to Choose Your Trustee or Executor of Your WillAbove all, you should choose someone you trust, keeping in mind that acting as a trustee or executor can be a complex, thankless and sometimes long-term job.
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Nine Lessons to Be Learned From the Hilton Family Trust ContestDisclaimers, good communication, post-marital agreements could help avoid conflict in a family after the owners of a wealthy estate pass away.
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All Living Trusts Are Not The Same!Understanding the different types of living trusts, such as revocable and irrevocable, is crucial.
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How Did O.J. Simpson Avoid Paying the Brown and Goldman Families?And now that he’s died, will the families of Nicole Brown Simpson and Ron Goldman be able to collect on the 1997 civil judgment?
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California’s Tallest Tomb is a Testament for the Need for a Detailed Estate PlanWe should all be very careful and precise describing what we want.
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Is the Corporate Transparency Act Constitutionally Sound? A Timely UpdateOn March 1, 2024 the US District Court for the Northern District of Alabama ruled that the CTA is unconstitutional.
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Taming the Sunset – Are You Ready for a Reduction in the Estate Tax Exclusion?We discuss the impending loss of approximately one-half (1/2) of the existing $13.61 million estate tax deduction.
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Estate Planning for the Modern Blended Family: Challenges, Tips, and SolutionsAs a child, I grew up watching “Leave it to Beaver.” Ward and June Cleaver, Wally, Theodore, and Eddie Haskell (the Beaver).
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SPATs, SLATs, and DAPTs: Tongue Twisting Alternatives to Consider Before 2026In today’s world of bank failures, real estate and stock market declines, the only thing for certain appears to be uncertainty and potential for change.
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What You Need to Know About the SECURE Act 2.0 and Your Retirement AccountsA second version of the SECURE Act, nicknamed the SECURE Act 2.0, was signed into law on December 29, 2022. These provisions clarify the SECURE Act.
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Why I Chose to Get into Tax and Estate PlanningI am often asked how or why I got into the areas of planning to reduce unnecessary income tax and estate planning.