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

1st Jun 2016

> The benefits of asset protection must be considered when you are building wealth, not when you need to protect it. > Transfers of property that occur specifically for the purposes of hindering, delaying or defrauding creditors are considered fraudulent. … more

1st May 2016

> Without an estate plan, Prince’s half-siblings will stand to inherit the same share as his full-sibling.   > Failure to plan for a potential estate tax liability may lead to a forced liquidation of estate assets, including his vault … more

1st Apr 2016

> Proper advice and planning can protect inheritances from creditors, bankruptcy and divorce.   > Non-marital property that is commingled with or treated as marital property will also be subject to equitable division upon divorce.   > While divorce is … more

1st Mar 2016

> While estate taxes cannot always be avoided, they can be minimized through proper planning. > Privacy and probate avoidance can benefit estates of all sizes, not just celebrity estates. > If specific funeral wishes are important, they should be … more

1st Feb 2016

> Proper planning is necessary to keep a closely-held business in the family. > Failing to plan for ownership and financial transitions can lead to a forced sale or family conflict. > Trust ownership can allow for a smooth transition … more

3rd Jan 2016

> If the original Will cannot be located, state law and the probate court will determine whether a copy can be accepted.   > It is important to locate your original Will or have a new Will prepared and executed. … more

1st Dec 2015

> Familiarity with the terms of your documents is an essential part of having an up-to-date estate plan.   > If you do not have an estate plan in place, the end of the year is an ideal time to … more

1st Nov 2015

> Estate planning documents should be reviewed or prepared immediately upon consideration of divorce or any other significant life event. > Divorce does not affect estate planning documents upon filing, only when the divorce is final. > With proper planning, … more