Please join us on May 20 for an online Refresher Course. This virtual session is... [Read more...]
Economic Impact Payment Update for Deceased Persons or Their Trust/Estate
Did you received a stimulus check or deposit addressed to a deceased person or their... [Read more...]
Reasons an Estate Plan Could Be Challenged: Part 4 – Lack of Testamentary Capacity
Estate Planning is essential for many reasons, which are set forth in prior articles. Links... [Read more...]
Reasons an Estate Plan Could Be Challenged: Part 3 – Fraud
This week we're sharing a blog from the office of Mike Wakshull, a forensic document... [Read more...]
Preparing for Coronavirus
The novel coronavirus, COVID-19, is spreading in the United States and across the globe. Learn... [Read more...]
Reasons an Estate Plan Could Be Challenged: Part 2 – Undue Influence
Estate Planning is critical to making sure your wishes are carried out. This series focuses... [Read more...]
Reasons an Estate Plan Could Be Challenged: Part 1 – Formal Requirements
Estate Planning is essential for many reasons, which are set forth in prior articles. Links... [Read more...]
Beneficiary Designations and Other Non-Probate Transfers
Beneficiary designations and other non-probate transfers are an often-overlooked part of estate planning. They are... [Read more...]
How Will You Age in Place and Be Able to Die at Home?
More and more Americans are dying at home rather than in hospitals. According to the... [Read more...]
Planning for the SECURE Act
The “Secure Act” was part of a larger law that passed with (rare) bipartisan support... [Read more...]
The SECURE Act and What It Means for You
The “Secure Act” was part of a larger law that passed with (rare) bipartisan support... [Read more...]
Tax Planning for 2020
Planning is important for your income taxation during life as well as for any estate... [Read more...]
