Blog & Latest News
Choosing a Corporate Trustee
Making plans for your money and property after you pass away is not the ...
Protecting a Loved one Who Is, Will Be, or Has Been Incarcerated
It is natural to want to protect our loved ones no matter what. However, ...
What Is a Medallion Signature Guarantee, and Do I Need One?
Upon seeing the words medallion signature guarantee (MSG), you may envision some shiny grand ...
September 2019
The Trust Protection Myth: Your Revocable Trust Protects Against
Many people believe that once they set up a Revocable Living Trust and transfer ...
August 2019
Do you really need a Will? You May Not Think You Need a Will But
Most Americans do not have a simple will as part of their estate plan. ...
July 2019
Loan, Gift, or Advancement: Why the Classification Matters
While we all want to provide financial help to our loved ones—whether they are ...
June 2019
Estate Planning Is Not Just About Money
It is a common misconception that financial management and estate planning are reserved for ...
Lifetime QTIP Trusts – The Gift That Keeps Giving
Estate planning for married couples can be tricky when one spouse is significantly wealthier ...
May 2019
Estate Planning for Rental Property Owners
In all parts of the country, services such as Airbnb have grown in popularity over ...
Are Your LLC Interests Actually Securities?
Securities law is a complex minefield that terrifies even the most seasoned lawyers. As ...
Wills vs. Trusts: A Quick & Simple Reference Guide
Confused about the differences between wills and trusts? If so, you're not alone. While it's ...
