People often set up bank accounts or real estate so that they own it jointly with a spouse or other family member. The appeal of joint tenancy is that when one owner dies, the other will automatically inherit the property…
You may have heard of a Revocable Living Trust (RLT), which is a commonly used estate planning solution. But what exactly are they, who is affected by them, how can they be changed, and what do they accomplish? What Are…
How to Pass Your Stories and Values to the Future Generations Money may be the most talked-about wealth contained within a person’s estate, but the riches of their experience and wisdom can mean even more to family members down the…
It is expected that if given the opportunity Democratic leadership would take action to return federal estate taxes to their historic norms. High net worth taxpayers may need to act now before Congress passes legislation that could adversely impact their…
If you’ve just learned that you need to undergo major surgery, you have a lot on your mind. You may be feeling sick and you’re probably scared. You may also be anxious about navigating health insurance and anticipated medical bills,…
We live in a world where information is available instantaneously with the internet. Additionally, many services that were not available in the past, including do-it-yourself (DIY) legal forms also exist. As a result, it is tempting to think that the…
We know it’s hard. For many parents, the idea of someone else raising their children is such a horrific thought that it is almost too difficult to consider. But you must because the alternative is worse: if you haven’t properly…
Estate planning is for everyone. Regardless of your economic status, age, race, gender, or sexual orientation, properly protecting your future and your loved ones requires careful thought. For LGBTQ+ couples and families, this planning can be especially critical. Each couple…