Consultation Request – Thank You2023-10-29T17:40:00-04:00

5 Reasons Why Uncle Bill May Not Make a Good Trustee

If you have created a dynasty trust that you intend to last for decades into the future, choosing the right trustee is critical to the trust’s longevity and ultimate success. Initially you may think that a family member, such as [...]

Dispelling the Top 3 Estate Planning Myths

Like any other complex subject, estate planning has its share of myths and misconceptions. Understanding the top three estate planning myths will help you to create and maintain a plan that will work the way you expect it to work [...]

The Shocking Truth About Asset Protection Planning

Some view asset protection planning with a skeptical eye. They believe there is a moral obligation to pay one’s debts. They think that asset protection planning is immoral because it prevents a creditor from collecting on a judgment entered by [...]

Federal and State Death Tax Updates

Death taxes are back in the news at the federal level as well as in Delaware and Minnesota. What Happened to the Death Tax Repeal Act of 2015? Back in February and March of 2015, identical bills calling for repeal [...]

Four Steps to Stop Mail Addressed to a Deceased Person

One of the first things you should do as a newly appointed executor of a deceased person’s probate estate or successor trustee of a deceased trustmaker’s trust is ask the post office to forward the deceased person’s mail to your [...]

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