AVOIDING INTESTACY: KNOWLEDGE IS POWER What is Intestacy? The word originates in the Latin “in testatus,” meaning no witness. It means you die without...
Estate Planning
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My Loved One Has Passed and I’m the Executor of the Estate. What Do I Do Now?
My Loved One Has Passed and I’m the Executor of the Estate. What Do I Do Now? Are you concerned about how to stay organized while dealing with...
ARE YOU SECURE FOR ’24?
ARE YOU SECURE FOR ’24? WHAT IS THE SECURE ACT? The SECURE Act stands for Setting Every Community Up for Retirement Enhancement Act. Signed...
SLAT: Take Advantage of Tax Exemption Strategy
SLAT: Take Advantage of Tax Exemption Strategy What’s SLAT? SLAT stands for Spousal Lifetime Access Trust. It is an irrevocable trust that one spouse...
WHAT HAPPENS IF MY SPOUSE AND I DIE AT THE SAME TIME?
WHAT HAPPENS IF MY SPOUSE AND I DIE AT THE SAME TIME? The Parade of Horribles There’s an overarching principle taught to law school students. It’s...
I’M SINGLE & CHILDLESS. DO I STILL NEED A WILL?
I’M SINGLE & CHILDLESS. DO I STILL NEED A WILL? What happens if I don’t have a will? If you haven’t set forth your final wishes in a legally...
Using an Intentionally Defective Grantor Trust
Using an Intentionally Defective Grantor Trust What is an IDGT? An intentionally defective grantor trust (IDGT) is a tool used by...
ESTATE PLANNING: BE ALERT!
ESTATE PLANNING: BE ALERT! It’s been a long time since Bob Dylan sang, Oh the times, they are a changin’. One thing’s for sure, though: change is...
Planning for the Future of Your Child with a Disability
Planning for the Future of Your Child with a Disability Life can be complicated when caring for a child or family member with a disability. Imagine...
ESTATE ADMINISTRATION: FISCAL OR CALENDAR YEAR?
ESTATE ADMINISTRATION: FISCAL OR CALENDAR YEAR? As the executor of an estate, one of the major choices you’ll make is whether to choose the calendar...
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Latest Blog Posts
AVOIDING INTESTACY: KNOWLEDGE IS POWER
AVOIDING INTESTACY: KNOWLEDGE IS POWER What is Intestacy? The word originates in the Latin “in testatus,” meaning no witness. It means you die without a written asset distribution plan, called a will. If you die without a will, you die intestate. What are the...
MARCH IS DEVELOPMENTAL DISABILITIES AWARENESS MONTH
MARCH IS DEVELOPMENTAL DISABILITIES AWARENESS MONTH This annual event is celebrated to raise our personal and collective awareness about the inclusion of people with developmental disabilities into society and to address the barriers that keep them from full...
My Loved One Has Passed and I’m the Executor of the Estate. What Do I Do Now?
My Loved One Has Passed and I’m the Executor of the Estate. What Do I Do Now? Are you concerned about how to stay organized while dealing with your grief and administering an estate? Losing a beloved friend or family member is one of life’s most...
Celebrating Valentine’s Day with Your Special Needs Student!
Celebrating Valentine’s Day with Your Special Needs Student! February brings thoughts of celebrating our loved ones. If you have a student with special needs, you might want some creative ideas on how to make the day, the week, or even the month special for your...
ARE YOU SECURE FOR ’24?
ARE YOU SECURE FOR ’24? WHAT IS THE SECURE ACT? The SECURE Act stands for Setting Every Community Up for Retirement Enhancement Act. Signed into law in 2019, it and its successor, the SECURE Act 2.0, are designed to help Americans save for retirement....