Why should you get your estate plan done before the holidays?
During the holidays, everyone is busy making travel plans, buying gifts, or shopping for family gatherings. People forget that this time...
How do I know if an attorney is knowledgeable in estate planning?
An estate planning attorney should be able to have a very in-depth conversation about estate planning when you call him/her. This...
Why transferring your property to your children directly is a bad idea.
Why transferring your property to your children directly is a bad idea Parents sometimes think that one of the easiest ways to secure...
Triggering events that require updating your trust
Usually the only times you need to update your trust are when there are congressional changes in the law, or once every five years for...
Same sex marriage and estate planning
On June 26, 2015, the Supreme Court of the United States made a monumental decision regarding marriage. The US Supreme Court legalized...
I created a trust and got a property tax assessment! What do I do?
I created a trust and got a property tax assessment! What do I do? If you recently created a trust, or transferred ownership of your...
When do I need to review my estate plan?
When do I need to review my estate plan? Once you create your estate plan, the “maintenance” is pretty nominal on the document. Once...
What is the difference between a tax planning trust, and one without tax planning?
What is the difference between a tax planning trust, and one without tax planning? When an attorney refers to a tax planning trust or...
Thinking of buying a new home? Think about protecting it!
If you are in the process of buying a home or have just bought a home, it is probably the largest asset that you now own. It’s time to...
Does a trust have its own EIN number?
Does a trust have its own EIN number? This depends on the type of trust that you have. If you have an irrevocable trust, then it will...
