The recent $10 billion sale of the Los Angeles Lakers provides a powerful cautionary tale... [Read more...]
Trustee Selection: Why It Matters and How to Get It Right
Selecting a trustee is one of the most important—and most misunderstood—decisions in Estate Planning. While... [Read more...]
Tax Planning for 2025 and Beyond
Planning is important for your income taxation during life as well as for any estate... [Read more...]
The Seedier Side of the Holidays
Scammers will use any leverage possible to separate you from your money. This includes preying... [Read more...]
Balancing Efficiency and Excellence: The Perils of Boilerplate in a Busy Estate Planning Practice
The past few years have brought more people than ever to the world of Estate... [Read more...]
Don’t Be a Turkey or a Ham- Take Advantage of Your Annual per Donee Exclusion Amount
The holidays are a great time to review the past year and make plans for... [Read more...]
Preparing for FinCEN Real Estate Reporting
Although the Corporate Transparency Act’s Beneficial Ownership Information reports no longer apply to domestic entities... [Read more...]
“Let’s Go Crazy” … Over Prince’s Estate
When Prince died over nine (9) years ago, he shocked his fans one last time. ... [Read more...]
Hulk Hogan and Disclaimers…?
When Terry Bollea, aka “Hulk Hogan,” died on July 24 at age 71 in his... [Read more...]
What Football and Estate Planning Have in Common
I, like many Americans, love football. As I settled in to watch my team’s game... [Read more...]
In Loving Memory of All the Pets Who Have Crossed the Rainbow Bridge
The grief of putting my dog down got me wondering about how animals process grief... [Read more...]
A Hole in Hackman’s Plan
Eugene Allen Hackman enjoyed a prolific acting career that spanned several decades. In a bizarre... [Read more...]
