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Estate Planning

30 April

Do you REALLY have to follow the trust?

Estate Planning, April 30, 2020

Do you REALLY have to follow the trust? PS – Click here to schedule a FREE strategy session with an estate planning attorney.

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29 April

What is a Crummey letter?

Estate Planning, April 29, 2020

What is a Crummey letter? PS – Click here to schedule a FREE strategy session with an estate planning attorney.

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27 April

The importance of structuring your bequests prudently.

Estate Planning, April 27, 2020

The importance of structuring your bequests prudently. PS – Click here to schedule a FREE strategy session with an estate planning attorney.

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23 April

Be careful of looking too far out when estate planning.

Estate Planning, April 23, 2020

Be careful of looking too far out when estate planning. PS – Click here to schedule a FREE strategy session with an estate planning attorney.

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22 April

Is it ever too late to do estate planning?

Estate Planning, April 22, 2020

Is it ever too late to do estate planning? PS – Click here to schedule a FREE strategy session with an estate planning attorney.

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20 April

The dangers of holding real estate in one person’s name.

Estate Planning, April 20, 2020

The dangers of holding real estate in one person’s name. PS – Click here to schedule a FREE strategy session with an estate planning attorney.

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14 April

How often should you update your estate plan?

Estate Planning, April 14, 2020

How often should you update your estate plan? PS – Click here to schedule a FREE strategy session with an estate planning attorney.

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13 April

Can You Hand Write Changes On Your Will?

Estate Planning, April 13, 2020

Can you handwrite changes on your will? Click here to schedule a FREE strategy session with an estate planning attorney.

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9 April

Business Owners and Estate Planning – Two Considerations

Estate Planning, April 9, 2020

Business owners and estate planning – two considerations. Click here to schedule a FREE strategy session with an estate planning attorney.

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8 April

What is a Step-Up in Basis (and why is it important in estate planning)?

Estate Planning, April 8, 2020

What is a step-up in basis (and why is it important in estate planning)? Click here to schedule a FREE strategy session with an estate planning attorney.

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