A qualified terminable interest property (QTIP) trust is an estate planning tool designed to balance... [Read more...]
Estate Planning Steps for Newly Single Women
Becoming single, whether through divorce or widowhood, brings significant legal and financial changes. Estate planning... [Read more...]
Should You Explore Phased Retirement?
Have you wished for something between full-time work and retirement? Phased retirement programs allow... [Read more...]
Estate Planning and Baseball
Every state that recognizes trusts as legal entities imposes fiduciary duties upon the Trustee of... [Read more...]
How To Value Items for Estate Planning Purposes
Suppose you want your children to inherit your prized jewelry collection. How do you... [Read more...]
Your Estate Plan Should Address Incapacity
Your estate plan should go beyond the matter of asset transfers. It’s not pleasant, but... [Read more...]
Can a Will Be Contested?
Did you know that your family and/or friends have the right to contest your... [Read more...]
California Fires: Casualty Loss and More
In the midst of the California tragedy, the IRS has announced tax relief for... [Read more...]
Include a Letter of Last Instruction in Your Estate Plan
Estate planning often focuses on documents like wills, trusts, and powers of attorney. However, one... [Read more...]
Probate: Know the Details
Probate is a legal process that ensures that a deceased person's debts (including liens... [Read more...]
How To Know When It’s Time To Retire
The decision to retire is not an easy one, and there are many important... [Read more...]
Estate Planning and Divorce
There is so much to think about when a couple decides to divorce, and... [Read more...]
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