Could Using Specific Bequests Cost Beneficiaries?
Parents often decide to leave one child a specific asset and provide an equalizing cash bequest to the other. This article explores how specific bequests may provide unintended results. Read on to learn more.
Estate Planning for the Youthful
Most people associate Estate Planning with the elderly or very wealthy. This article explores some general situations in which Estate Planning for the young and healthy is advisable. Read on to learn more.
Why to Update Your Beneficiaries

As you create and update your estate plan, it’s important to remember that your beneficiary designations are equally crucial to your will or trust structures. Beneficiary designations are the instructions you give to your financial institutions and insurance companies about who should receive assets which are not governed by the will or trust. Some common […]
The Kiddie Tax – No Child’s Game!
If you set up a trust or other investment vehicle for your child, that child could incur taxes at a rate much higher than anticipated. The Kiddie Tax was enacted to prevent parents from transferring investments to the name of their child or children to take advantage of that child’s lower tax rate. Read on to learn more.
How do Entities Enter Estate Planning?
More and more families own property, assets, and businesses together. Using an entity to govern operations provides stability by allowing continued operation upon the death of an owner. When the governing agreement and estate planning documents of a deceased owner conflict, unintended, potentially litigious, results occur. Read on to learn more.
Evolution of our Unified Estate and Gift Tax System
Many individuals think that if their estate is below a certain amount that they need not be concerned with Estate Planning. Is that true? Well, in true lawyer fashion, the answer is “it depends” We found this helpful article over at the AAEPA that may provide some guidance: read on to learn more.
A Beginner’s Guide to Advance Healthcare Planning

Advance health care planning is an important part of preparing for the future, yet many people put it off or don’t know where to begin. If you’re new to advance care planning, this guide will provide you with a basic understanding of what it entails. Of course, you can always contact us here at the […]
What is Cryptocurrency?
Cryptocurrency has become increasingly popular as a form of investment in recent years. More and more established financial institutions recognize cryptocurrency and allow its use. As cryptocurrency becomes mainstream, it’s important to consider estate planning implications for holding this digital asset. Read on to learn more.