Every year, many people in the United States are unable to manage their own affairs due to incapacity. They might be young or old. They
It’s important to consider whom you’d want to get your assets when you die. Most of us have an idea of whom we’d choose. But,
Even a little bit of a headstart can be extremely helpful in life. Those who start with little economic wealth, including many minorities and recent
Sometimes people use Joint Tenancy as a simple way to do Estate Planning. This can have drawbacks, sometimes serious and unexpected. First, why is Joint
It’s Better to Give, Especially This Year Ordinarily, charitable deductions are only available as an itemized deduction. When you file your federal taxes, you have
This article shows readers how a charitable remainder trust can be used to eliminate the 3.8% surtax, defer income taxation of assets, provide an income
We’re excited to announce that we have been accepted into the prestigious American Academy of Estate Planning Attorneys! The Academy is a national organization dedicated
Over time we have seen clients become consumed by the “what” of their estate plan. They lose sight of the bigger picture—their “why.” They may
No matter the time of year, it is always an excellent opportunity for military members and their loved ones to consider setting up — or
You probably know that the practice of medicine is a profession fraught with the risk of liability. It’s not just medical malpractice claims either (although
