Monthly Archives: March 2020

Choosing the Right Fiduciary

Most people aren’t familiar with the terms professionals use in discussing who administers their estate and affairs and what those responsibilities are. The following...

Value of An Estate Planning Attorney

What’s the true value of an estate planning attorney? I’ve been reading about the latest lawsuit against LegalZoom. This one is a class action...

Non-tax Reasons For Estate Planning

As an estate planning attorney, I know the many tax reasons to do estate planning. For example, doing annual exclusion gifts may reduce or...

Why Use a Special Needs Trust

To Preserve Governmental Benefits And Protect Assets… A Supplemental Needs Trust (sometimes called a Special Needs Trust) is a specialized legal document designed to...

An FDIC Cheat Sheet

FDIC insurance is confusing, especially when it comes to entities. Clients often ask about it, especially since the financial crisis of 2008. Here’s a...