Is Your Legacy Leaving A Tax Burden?

June 30th, 2022 (No Comments)

Many people are under the false assumption that when they pass their loved ones will receive a large tax bill in the mail. This doesn’t have to be the case. […]

Avoid the Gift/Estate Tax with the Crummey Trust

June 29th, 2022 (No Comments)

  The estate and gift tax work hand-in-hand. There is a set limit on the amount you can either give during your life or at your death before the gift/devise […]

Planning and Mental Health

June 27th, 2022 (No Comments)

With the turn of the century, a light now shines on mental health. Still, many people are not accustomed or even comfortable discussing their mental health with their friends or […]

Do You Need Some “Tough Love”?

June 6th, 2022 (No Comments)

If I could travel back in time, what would I tell myself when I was 20 years old? Would I do the obvious investment tips, or would I tell myself […]

What Assets have to flow through Probate?

May 31st, 2022 (No Comments)

  The goal of many is to ensure that their assets do not have to flow through probate. This ensures that assets are not tied up in the legal process […]

Estate Planning is a Philosophy

May 13th, 2022 (No Comments)

  The stoics had a practice whereby they would meditate on the possible negatives that could befall them in the future. This was not in an attempt to garner pity, […]

The Downside to IRAs: No Such Thing as a Free Lunch

May 4th, 2022 (No Comments)

  Ah the IRA. Now that pension plans have all but gone the way of the dinosaur, the IRA has been the retirement vehicle of choice for the American middle-class. […]

How to plan for long-term care…

May 3rd, 2022 (No Comments)

No one wants to go to a nursing home. This is something that I have heard time and time again as an elder law attorney. But what happens if you […]


April 30th, 2022 (No Comments)

In today’s ever more technological world, privacy is becoming more vital to everyone.  In this article I will go through the most common estate planning tools and discuss the privacy […]

Frankenstein Deeds: The Creature that could save your Real Property

April 26th, 2022 (No Comments)

  It’s Alive! Reborn in the lab of a mad law scientist is a creation that will shock and awe. It’s the Frankenstein Deed—a combination of two types of deeds […]

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