Historically low interest rates have been a major catalyst for economic growth in the last several of years, but this has also led to a surge in private equity firms that are looking to invest in a broad range of small and medium sized businesses.  This means that there is a once in a lifetime […]

The death of icons Whitney Houston, Michael Jackson and Prince rocked the world, but unfortunately, left their families burdened and broken hearted with estate taxes and fees. Despite having professionals to help with practically every aspect of their lives, none of these artists had a total estate plan, which ultimately ended up costing their heirs […]

A 529 plan is one of the most common methods for people to plan ahead for their children with regard to education. 529 plans are used by parents as well as grandparents to leave behind assets for a child’s use in college and beyond. The importance of naming a successor, however, cannot be understated. You […]

Planning ahead can make things easier for you and your loved ones, even if you are not currently affected by a disability or a medical condition that could lead you into a nursing home. If you do comprehensive estate a minimum of five years before you would need to enter a nursing home, you can […]

Many wealthy individuals set aside time to sit down with an experienced estate planning attorney to talk about how their bonds, stocks, private equity and more are passed down to heirs. However, they frequently leave out their art collection and do not allow beneficiaries to have the appropriate information to have it valued and protected.  […]

Planning ahead for elder law is just as important as considering your estate and your retirement planning. Unfortunately, despite the fact that elder law has become more popular and widely practiced by attorneys in recent years due to the number of people nearing and reaching retirement, elder law mistakes can still be made that can […]

An estate plan is something that most people think about as they near retirement or after they bring on a mortgage or have children. However, an estate plan can even benefit teenagers because turning 18 and heading off to the college means that that child is technically classified as an adult under the eyes of […]

Unfortunately, the aging population in the United States is becoming increasingly affected by dementia. Furthermore, family members who are seeking assistance on behalf of their loved ones with dementia may be confused about how to proceed if they have never made a will before. Testamentary capacity is one of the most important components of the […]

You and your spouse might have the same intentions for your future estate planning, but there’s plenty of good reason to set aside your own will for the purpose of protecting your loved ones. You need to ensure you have the right documents to protect your interests and plans. When putting together a will for […]

In the process of international estate and trust planning, there are many different details that need to be addressed to maximize the financial health of families that have connections to overseas countries and the United States, and to minimize the potential tax implications.  There are many concerns that will become more prominent in the coming […]