Attorneys Who Know.
Attorneys Who Care.
Families with significant assets need more than good intentions to protect their wealth and maintain privacy. One way to achieve this is through a trust, which can serve as a powerful tool to safeguard holdings and pass them on to the next generation. Yet even...
Estate planning means more than just dividing assets among family. You can also use it to support causes you love while cutting your tax bill. You might think that being able to help others is enough to convince you, but there is another reason you should consider...
For many people, a revocable living trust is the cornerstone of their estate plan. By placing titled high-value assets like homes and other real estate in a revocable living trust, you can avoid the need for them to go through probate after you’re gone. The same can...
People who have high-value estates often want to find options for getting as much of their assets as possible to their beneficiaries. There are many ways to preserve assets to make that happen. One of these is through gifting, but there are specific considerations...
If you are age 65 or older, there is a reasonable probability that you will need some skilled nursing care. It can be short-term while you’re receiving rehabilitation after surgery or a stroke. It could also be a more permanent placement so that you can receive...
If you’re like many parents of young adult children, one of your goals in estate planning is protecting their eventual inheritances from divorce. You don’t want to see any part of your wealth go to someone who is leaving the family – perhaps under negative...
Financial accounts can contribute substantially to the overall value of an estate. Retirement savings, investment accounts and other financial resources can represent a significant portion of an individual's wealth. Those resources can cause family disputes, increase...
Most Americans of means understand that the process of estate planning is consequential when it comes to preserving wealth and working to ensure that assets are passed on according to their wishes. These days, the focus of estate planning is no longer just on real...
Estate planning is not just about deciding who will inherit your assets—it is also about crafting knowledgeable, strategic ways to minimize your estate’s tax liabilities legally. Lawful tax avoidance allows individuals to structure their estates in ways that minimize...
Individuals and couples who have high-value resources to address in their estate plans often require more complex documentation. Frequently, they may choose to use a trust as a means of passing property to the next generation instead of relying on a will. Trusts can...