Many families experience conflict after the loss of a loved one, especially when there is... [Read more...]
Estate Planning for LGBTQIA+ Families
Even for people with straightforward finances, estate planning can be confusing. For LGBTQIA+ individuals... [Read more...]
Pride Month Sheds Light on LGBTQ+ Estate Planning
Pride Month is a celebration of visibility, dignity, and community. It’s also a reminder to... [Read more...]
Senior Living: Balancing Independence and Care
As you age, you may realize that living in your own house or apartment... [Read more...]
Are All Irrevocable Trusts Really Irrevocable?
Is it possible to place assets in an irrevocable grantor trust and swap said... [Read more...]
Retirees and Financial Risks
Retirement should be a time of relaxation and enjoyment, but for many retirees, financial... [Read more...]
What Is Irrevocable Trust Decanting?
An irrevocable trust is designed to be permanent, but what happens if the terms no... [Read more...]
Are Irrevocable Trusts Really Irrevocable – Part III
When I began practicing law, clients created irrevocable trusts with caution because the trust was... [Read more...]
The Big Insurance Decision: Whole Life Versus Term Life Insurance
Having a life insurance policy can provide financial protection for your family. Determining whether... [Read more...]
Feds Make Retirement Dollars Available In Disasters Like L.A. Fires
The IRS has issued a notice explaining how the SECURE 2.0 Act provides greater... [Read more...]
Are Irrevocable Trusts Really Irrevocable – Part II
For many years Estate Planning attorneys touted irrevocable trusts as an immutable way to set... [Read more...]
A Message from the Murdochs – Part II
As a reformed Trusts and Estates attorney, I have an unusual fascination with celebrity estates,... [Read more...]
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