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HIPAA Release

Posted on: August 1st, 2016
Your healthcare files and all communications with medical professionals or their offices is private and has been since the Health Ins...

The Tragic Loss of Star Trek’s Anton Yelchin: Lessons for Estate and Legacy Planning

Posted on: July 15th, 2016
Anton Yelchin’s tragic situation highlights the fact that we are all – young and healthy, old and infirm alike – vulnerable to events outside our control. Establishing even a rudimentary plan is better than having nothing....

Updating Your Revocable Trust: How Many “Tweaks” Are Too Many?

Posted on: July 1st, 2016
If your life or the law has changed since you signed your trust, it needs to be updated. Let's chat about the difference between restatements and amendments and which is best for you....

Wondering Whether You Need to Update Your Estate Plan?

Posted on: June 15th, 2016
Wondering whether you need to update your estate plan? Yes, you do. It’s unrealistic to think that a piece of paper you draft, reflecting your life at a certain time, will work when your life has completely changed some years later....

Prince’s Sad and Incredibly Expensive Mistake! (Are You Making It, Too?)

Posted on: June 1st, 2016
The news of the unexpected death of music legend Prince, age 57, shocked the world. Prince left a profound, indelible mark as an artist, but tragically, for all his talent, he made a simple error that is creating huge complications for his family....

Wills vs. Trusts: A Quick & Simple Reference Guide

Posted on: May 15th, 2016
Confused about the differences between wills and trusts? If so, you’re not alone. While it’s always wise to contact experts like us, it’s also important to understand the basics. Here’s a quick and simple reference guide....

Revocable Trust vs. Irrevocable Trust: Which Is Best for You?

Posted on: May 1st, 2016
While there are many types of trusts, the major distinction between trusts is whether they are revocable or irrevocable. Let’s take a look at both so you’ll have the information you need:...

Escape From a Bad Trust: 5 Strong Reasons to Decant Your Trust

Posted on: April 15th, 2016
When a bottle of wine is decanted, it’s poured from one container into another. When a trust is decanted, trust assets are poured from an old trust into a new trust with more favorable terms....

10 Types of Trusts: A Quick Look

Posted on: April 1st, 2016
Considering the myriad of trusts available, creating an estate plan that works can seem daunting. However, that’s what we, as estate planning attorneys, do every day....

3 Simple Ways to Avoid Probate Costs

Posted on: March 15th, 2016
The bad news: probated estates are subject to a variety of costs from attorneys, executors, appraisers, accountants, courts, and state law. The good news: probate costs can be reduced by avoiding probate. It’s really that simple....

Wills, Trusts & Dying Intestate: How They Differ

Posted on: March 1st, 2016
Most people understand that having some sort of an estate plan is, as Martha Stewart would say, a “good thing.” Many of us don’t take the steps to get an estate plan in place because we don’t understand the nuances of estate planning....

Don’t Leave Your Trust Unguarded: 6 Key Ways a Trust Protector Can Help You

Posted on: February 15th, 2016
Can You Benefit from a Trust Protector? Generally speaking, the answer is yes. Trust protectors provide flexibility and an extra layer of protection for trust maker intent as well as trust assets and beneficiaries....

Michael Jackson’s Estate Pulled into Seemingly Endless Probate Court Battles

Posted on: February 1st, 2016
Michael Jackson, the “King of Pop,” had always been a controversial superstar. While Jackson created a trust to care for his children and other family and friends, he never actually funded it. The result? A plan that didn't actually work for him....

Decanting: How to Fix a Trust That Isn’t Getting Better With Age

Posted on: January 15th, 2016
While many wines get better with age, the same cannot be said for some irrevocable trusts. Wine connoisseurs may ask: Is there any way to fix an irrevocable trust that has turned from a fine wine into vinegar?...

What the Recently Released 2016 IRS Inflation Adjustments Mean for You

Posted on: January 1st, 2016
The Internal Revenue Service has released the official inflation adjustments that will affect 2016 federal reporting for estate taxes, gift taxes, generation-skipping transfer taxes, and estate and trust income taxes....

Listen Up: These States Will Usher in Changes to Their Death Taxes in 2016

Posted on: December 15th, 2015
In 2015, there are still 20 U.S. jurisdictions that collect a death tax at the state level....

Listen Up Retirees: There Will Be No Cost of Living Increase For Social Security Benefits in 2016

Posted on: December 1st, 2015
65 million retirees, disabled workers and their families who rely on Social Security benefits for their day-to-day living expenses: For the third time in seven years, Social Security recipients will not see a cost of living increase to their monthly checks....

Financial Smarts Peak at 50, Here’s How to Protect Your Older Self

Posted on: November 15th, 2015
A recent study conducted by Texas Tech University concluded that the ability to make smart financial decisions peaks at age 50. This decline was observed in both men and women, making both sexes equally vulnerable to financial fraud as they age....

Don’t Miss Out on These Year-End Tax Planning Strategies

Posted on: November 1st, 2015
Now is the ideal time to start year-end tax planning. Below you will find a variety of tax-saving strategies you should consider using immediately so that you can get your 2015 tax house in order well in advance of the fast-approaching holiday season....

Early Predictions About 2016 Estate Tax, Gift Tax, GST Tax and Annual Gift Tax Limits

Posted on: October 15th, 2015
Under current law the federal estate tax, gift tax, and generation-skipping transfer tax exemptions have become unified and are indexed for inflation on an annual basis....
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