Blog
Estate Planning in an Era of Longer Lifespans
With proper planning, it is possible to protect your assets from transfer penalties.
The Tax Implications of Gifting Your Assets
With proper planning, it is possible to protect your assets from transfer penalties.
The Hidden Risk of “Convenience Accounts”
With proper planning, it is possible to protect your assets from transfer penalties.
Medicaid Planning for the Childless Client
With proper planning, it is possible to protect your assets from transfer penalties.
What Is the Medicaid Look-Back Period?
With proper planning, it is possible to protect your assets from transfer penalties.
Could You Benefit from an Irrevocable Living Trust?
When properly designed and implemented, Irrevocable Living Trusts can provide an almost unsurpassed level of asset protection, helping keep your assets safer from the high and continually rising cost of long term care in 2026.
The Importance of Business Planning
When creating a trust, one of the most important decisions you will make is who will serve as
your trustee.
Four Reasons You Might Want to Consider a Corporate Trustee
When creating a trust, one of the most important decisions you will make is who will serve as
your trustee.
What the “One Big Beautiful Bill Act” Means for Your Estate Plan
While recent updates may bring a sense of relief, they do not remove the need for planning. In many ways, they create an opportunity to plan with more clarity and intention.
DIY Estate Planning: Where Online Documents Fall Apart
If your estate plan was created online or has not been reviewed in years, now is the time to take a closer look.
