Is a Revocable Trust Right for You?

Is a Revocable Trust Right for You?

Many clients come to the estate planning process having heard about revocable trusts, and have questions about whether a trust is right for them.  This article explains how a trust helps to avoid probate, and may help you decide if a trust is right for you. Probate...
The Federal Estate Tax – What to Expect With a Biden Presidency

The Federal Estate Tax – What to Expect With a Biden Presidency

A frequent concern for estate planning clients is how to avoid owing estate taxes at their death. Because the estate tax has become a political issue, some of these clients are also concerned about how the election results might impact the estate tax. The following is...
Substitute Parent: What to Consider When Choosing a Guardian

Substitute Parent: What to Consider When Choosing a Guardian

I spend a lot of time talking to clients about property, but at its core estate planning is about family. Clients want to ensure that their family will be taken care of.  For parents of young children, the most important family decision is the selection of a guardian....