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RECENT ARTICLES

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The Holidays and Your Estate Plan

While it can be difficult to broach the topic of estate planning, the holidays are a great time to start the conversation. Make sure you have the appropriate safety measures and documents in order to protect your loved ones. From lady bird deeds to living wills and special needs trusts, we can help you plan for your family’s future.

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A primer on the annual gift tax exclusion, how much you can gift before paying taxes, and how the lifetime gift tax exemption affects your estate plan.

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It is very common for parents to put their children’s names on the deed to their home. This is often a do-it-yourself estate planning solution to prevent the home or other real property from going [...]

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Estate Planning Basics: How To Lose Your Inheritance

It has never been a better time to be the heir of an estate or trust. The economic boom has brought a tremendous rise in individual wealth. Retirement and investment accounts have swelled as the [...]

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