ARE YOU SECURE FOR ’24? WHAT IS THE SECURE ACT? The SECURE Act stands for Setting Every Community Up for Retirement Enhancement Act. Signed...
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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...
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...
Charitable Remainder Trusts and Charitable Giving
Charitable Remainder Trusts and Charitable Giving What is a CRUT? CRUT is an acronym for Charitable Remainder Unitrust. A CRUT is a type of...
I Already Have an Estate Plan. What About My Pets?
I Already Have an Estate Plan. What About My Pets? You’re a planner. You set out goals and you achieve them. You’ve got a comprehensive estate plan...
End of Year Estates and Trusts Planning
End-of-Year Estates and Trusts Planning: Keep it Simple and Get it Done! As 2022 comes to a close, ask: Have you set forth a cogent estate plan to...
How Grandparents Can Double the Benefits of Their Estate Planning and Help Their Grandkids or Other Younger Beneficiaries in the Process
How Grandparents Can Double the Benefits of Their Estate Planning and Help Their Grandkids or Other Younger Beneficiaries in the Process Are you a...
The Parade of Horribles and the Parade of Possibles
The Parade of Horribles and the Parade of Possibles The focus of estate planning is to protect your loved ones as well as your hard-earned assets. Estate...
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Mastering IEP Review
As another school year looms, parents of children with special needs may become anxious about their student’s transition into another school year. Maybe last year didn’t go so well and you’d like this year to be better. Or maybe last year was stellar and you want to...
Writing Your Will? Beware Potential “DNA Relatives” Who Can Make a Claim on Your Estate.
What Is Happening? DNA Testing is intruding in the determination of inheritance rights, and it’s not just paternity testing. The new reality is that potential heirs are using DNA test kits to discover if they have any outstanding inheritance rights. Through DNA...
What Happens to Your Pet if Something Happens to You?
The happiness of a great majority of American homes is increased by the presence of animals. No less than 70% of households in the United States have at least one pet. That translates to over 90 million pets. Why do so many Americans have pets? Many people ask, "Who...
Summertime: A Perfect Storm of Challenges
For parents of children with special needs, the summer months bring an end to the predictable routine of school. Parents are left to piece together all the components necessary to keep their child safe, engaged, and practicing the skills they’ve learned during the...
Will vs. Estate Planning: What’s the Difference and Why It Matters
It’s a common misconception that a will and an estate plan are the same thing. After all, everyday language is less precise than legal terminology, and many people believe they’re finished with their estate after making a will if they don’t own a business or have any...