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Resources

Image depicting a concerned older couple reviewing documents, highlighting the importance of avoiding mistakes in estate planning and elder law.
Blog post

5 Mistakes Made by Successor Trustees (and How to Prevent Them)

September 23, 2016
When establishing a trust, you need to give serious thought to choosing your successor trustee—the person who will administer your…
A stressed individual with documents, highlighting the importance of regularly reviewing and updating your estate plan for estate planning and elder law considerations.
Blog post

Stress Test Your Estate Plan

September 18, 2016
So you’ve done the hard work of establishing an estate plan. Good on you, as they say across the Pond.…
A close-up image of a young child's hand holding a large vintage key, symbolizing granting access or passing on inheritance at an early stage within the context of estate planning and elder law.
Blog post

Want to Give the Kids an Early Inheritance? 4 Things to Consider

September 16, 2016
If you’re thinking about giving your children their inheritance early, you’re not alone. A recent Merrill Lynch study suggests that these…
An illustration depicting estate planning concepts for cross-border families, highlighting international taxation and legal challenges.
Blog post

Estate Planning for Cross-Border Families

September 5, 2016
Estate planning is always a highly involved process but for cross-border families, estate planning can be rife with difficulties. Those…
Image of a couple reviewing legal documents, representing the concept of using trusts as an alternative to prenuptial agreements for asset protection in marriage, within estate planning and elder law contexts.
Blog post

Using Trusts as an Alternative to Prenuptial Agreements

September 2, 2016
Although it is difficult for couples to imagine divorce while they are in the midst of pre-wedding bliss, it is…
Image of a grieving person surrounded by legal documents, illustrating the burdens of estate management after a loved one's death.
Blog post

What To Do After a Loved One Dies

September 1, 2016
If you've been appointed an executor of a loved one's estate, or a successor trustee, and that person dies, your…
Hourglass with coins symbolizing the urgency in estate planning due to upcoming IRS regulations affecting inheritance taxes.
Blog post

Act Now! There’s Still Time to Avoid the New IRS Regulations That Might Raise Taxes on Your Family’s Inheritance

August 29, 2016
The IRS recently released proposed regulations which effectively end valuation discounts that have been relied upon for over 20 years.…
Elderly man thoughtfully reading documents with family, illustrating challenges in estate planning.
Blog post

What Sumner Redstone’s Estate Planning Challenges Can Teach Us

August 25, 2016
Media mogul Sumner Redstone – owner of CBS and Viacom, among other holdings – allegedly created quite an estate planning…
A house symbolizing real estate and estate planning, representing the concept of transferring mortgaged property into a living trust for asset protection and probate avoidance.
Blog post

Transferring a Mortgaged Property into a Living Trust

August 22, 2016
Estimates from online real estate search firm Zillow indicate that nearly one-third of homeowners own their home free and clear.…
Image depicting an illustration of the stepped-up basis in estate planning, showing how the value of inherited assets is calculated for tax purposes to benefit heirs.
Blog post

Stepped-Up Basis in Inherited Assets

August 19, 2016
When considering leaving property to beneficiaries, tax considerations factor heavily in estate planning. Since one is hard pressed to find…
A gavel, legal documents, and eyeglasses on a table representing estate planning and elder law essentials, focusing on creating clear and effective estate plans to prevent probate issues and ensure asset protection.
Blog post

Why Most Estate Plans Do Not Work

August 19, 2016
Estate planning can be a tedious and complicated process, which if not conducted properly can result in assets being wasted…
Illustration of a family facing a Medicaid crisis, emphasizing the necessity of planning for unexpected long-term care requirements.
Blog post

Medicaid Crisis vs. Medicaid Planning

August 19, 2016
A health condition that requires a family member to receive permanent, long-term care often does not occur with a great…

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Attorney Advertising. The information presented on this website is for informational purposes only and should not be construed as a legal advice. Viewing of, responding to, or otherwise transmitting the information on this website is not intended to create, and receipt of the same does not constitute, an attorney-client relationship. The information provided on this website should not be relied upon without first seeking professional legal counsel. The information on this website is provided only as general information which may or may not reflect the most current developments of law. Prior results and cases discussed on this website do not imply and do not guarantee a similar outcome in any other case. The links to other websites contained herein do not constitute a referral or endorsement of any kind.
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