Articles

What is RUFADAA
Estate Planning

RUFADAA Explained

In this digital age, passwords, electronic banking information, and other digital assets have become an important part of estate planning in the 21st century. With

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Tax Planning
Estate Planning

Tax Reporting With Trusts

This is the second in a three-part series on the taxation of trusts. The first part reviewed how a trust can be “substantially owned” by

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Attorney Client Meeting
Estate Planning

Use It Before It’s Gone

The current estate tax exemption is $11.7 million. This is a record high. The “permanent” exclusion is $5 million and is adjusted for inflation from

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Will and Trusts Attorney
Beneficiaries

Prior Designations

Clients spend lots of time, money, and energy planning their estates. Estate Planning attorneys help them by counseling these clients and preparing various documents to

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