1st Nov 2016

> The presence of a proper estate plan ensures efficient administration while reducing the likelihood of conflict amongst family members.   > Life insurance or other liquidity can alleviate the strain on the estate in the interest of preserving the … more

2nd Oct 2016

> The Revised Uniform Fiduciary Access to Digital Assets Act protects custodians to a greater extent than it empowers principals, agents or administrators.   > An “online tool” offered by a custodian will supersede the direction in a will, trust … more

1st Aug 2016

> It is important to revisit your estate plan from time to time to ensure that it accurately reflects your wishes for your family and assets.   > An unfunded Trust fails to take advantage of one of the greatest … more

1st Jul 2016

> Estate tax and administration laws are state-specific, so articles and general advice must be taken with a grain of salt. > A proper estate plan is based on your specific family and financial situations and tailored to achieve your … more