Since the federal estate tax exemption is at an historically high level of over $11 million, this leads to many questions brought by a client to estate planning attorneys about portability mechanism. These portability mechanisms have to do with a client’s unused exemption at death and many people are choosing to keep their estate planning […]

An uncooperative trustee named as responsible for your trust management could prove especially problematic for your loved ones but only after the fact when you are no longer around to change this person or to do anything about it.  An uncooperative trustee is someone who is not living up to his or her legal obligation […]

Contemplating your estate planning considerations after getting married for a second time is especially important because there are critical issues that could easily be overlooked that could leave your children from your first marriage or even your new spouse at a disadvantage.  What follows are two different estate planning tips and considerations for those in […]

When your loved ones come home to help you deal with a significant medical crisis or even to help you wrap up your estate after you have passed away, you could put them in a very difficult situation by not having any access to these critical financial documents and other materials.  Not knowing where your […]

Stan Lee recently passed away and details show that his tangled estate planning could be a complicated web for heirs to navigate. Unfortunately, far too many celebrity deaths paint a picture of just how devastating it can be when estate planning is not managed appropriately. The co-creator of super heroes, such as Spiderman and Captain […]

Has your life changed at all in the last year? Did you have estate plans contingent on prior versions of tax law that are no longer relevant? Don’t let the end of the year pass you by without taking the opportunity to set up a quick meeting with your accountant and your lawyer. These two […]

Many families avoid the process of estate planning altogether but even those who take the necessary steps to schedule a consultation with an estate planning attorney can still cause problems for their loved ones in the future due to lack of communication.   It is certainly not easy to confront your own mortality and definitely not […]

Often grandparents are the ones asking questions about whether or not to use an educational trust. This raises further questions about whether or not one fund should be set that all of them are eligible to tap into or individual funds for each person. Planning for a loved one’s education is an important contribution that […]

It has often been said that far too many people don’t have the necessary estate planning tools prepared and therefore put them and their family members at risk of problems after you have passed away. Some of these estate planning mistakes can add additional time or could cost you money but it is important to […]

Not only are estate planning mistakes difficult for your loved ones, as they put your family members in a difficult situation after you have passed on, but they can also be unnecessarily expensive. Taking a leadership role with your own estate planning process is one of the only ways to avoid serious estate planning problems […]