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Year-End Estate Planning for 2024

A record-breaking stock market has again generated significant wealth this year. The gift tax, estate tax and generation-skipping transfer tax are all imposed on the fair market value of assets at the time of transfer. Gifts and other transfers now may allow you to...

Trust Administration: Key Steps to Protecting Your Legacy

Estate planning is an essential process which can ensure that your wealth is distributed appropriately after you pass. Every estate planning attorney's goal is to assist clients to protect their assets, instead of allowing the unpredictability of life to negatively...

10 Things to Know About Prenups and Postnups

Prenuptial and postnuptial agreements may be associated with celebrities and extremely wealthy individuals - but they're for everyone! In fact, a 2023 poll by Axios/Harris found that over 50% of American adults polled said they were open to signing a prenup. If you're...

Creating an Ethical Will to Pass Down Your Values and Memories

While having an estate plan in place to provide for your possible incapacity and death is important, many people also look for a way to pass down their values. This can be done through a document called an Ethical Will, which can be one of the most important gifts you...