Attorney Advisor Series
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Why I HATED… and now LOVE my job!
Jobs can be hard sometimes. As a young attorney I found myself working in every courtroom. My schedule was packed…
What happens if I pass without a Will?
Wills are great tools to ensure that your wishes are carried out after your passing. Wills can direct assets that…
What is a Gift?
Surely, we all have a conception of the definition of a “gift.” However, a gift, in legal sense, is something…
Tax Avoidance Series: How to Avoid Estate/Gift Tax with Trusts and Annuities
The estate/gift tax is a tax based on the value of the assets an individual owns at the time…
Out with the Old… In With the New…
I keep all kind of stuff. I have the most awesome baseball glove sitting on a shelf in my basement.…
Avoid Estate Tax without Sacrificing the Step-up in Basis
The Estate Tax, also known as the “death tax,” is going to be a reality for many more individuals once…
Is Your Legacy Leaving A Tax Burden?
Many people are under the false assumption that when they pass their loved ones will receive a large tax bill…
Avoid the Gift/Estate Tax with the Crummey Trust
The estate and gift tax work hand-in-hand. There is a set limit on the amount you can either give…
Planning and Mental Health
With the turn of the century, a light now shines on mental health. Still, many people are not accustomed or…