How Will the 2015 Supreme Court Decisions Affect You and Your Family?

+-*How Will the 2015 Supreme Court Decisions Affect You and Your Family? While approximately 10,000 cases are appealed to the U.S. Supreme Court each year, only 75 to 80 make it to oral argument. Of those cases, only a handful grab the media’s attention. Below is a summary of three landmark decisions handed down in […]

Read More »

Dispelling the Top 3 Estate Planning Myths

+-*Dispelling the Top 3 Estate Planning Myths Like any other complex subject, estate planning has its share of myths and misconceptions. Understanding the top three estate planning myths will help you to create and maintain a plan that will work the way you expect it to work when it’s needed. Estate Planning Myth #1 – […]

Read More »

Estate Planning for Same-Sex Couples after Obergefell v. Hodges

+-*Estate Planning for Same-Sex Couples after Obergefell v. Hodges On June 26, 2015 the United States Supreme Court issued its opinion in Obergefell v. Hodges, the name assigned to a series of consolidated cases on same-sex marriage rights. The Court ruled 5-4 in favor of the petitioners, holding that same-sex married couples are entitled to […]

Read More »

Federal Estate Tax Update

+-*Federal Estate Tax Update Death taxes are back in the news at the federal level. What Happened to the Death Tax Repeal Act of 2015? Back in February and March of 2015, identical bills calling for repeal of the federal estate tax and generation-skipping transfer tax were introduced in the U.S. House and Senate. In […]

Read More »

Caution: Is Your Asset Protection Plan Set Up to Fail?

+-*Caution:  Is Your Asset Protection Plan Set Up to Fail? You may be surprised to learn that not only has asset protection planning been around for a long time, but you have already engaged in it at some point during your life. In fact, you probably have one or more types of traditional asset protection […]

Read More »

Where is the Best Place to Store Your Original Estate Planning Documents?

+-*Where is the Best Place to Store Your Original Estate Planning Documents? Estate planning attorneys are often asked where original estate planning documents – wills, trusts, powers of attorney, and healthcare directives – should be stored for safekeeping. While there is no right or wrong answer to this question, consider the following:

Read More »

Death Tax Repeal Act Introduced in House and Senate

+-*Death Tax Repeal Act Introduced in House and Senate Identical bills have been introduced in the U.S. House and Senate that would permanently repeal the federal estate tax and generation-skipping transfer (“GST”) tax. Overview of Current Federal Estate, Gift, and GST Tax Laws

Read More »

Does Your Estate Plan Protect Your Adult Beneficiaries?

+-*If you think you only need to create discretionary lifetime trusts for young beneficiaries, problem beneficiaries, or financially inexperienced beneficiaries, then think again. In this day and age of frivolous lawsuits and high divorce rates, discretionary lifetime trusts should be considered for all of your beneficiaries, minors and adults alike. What is a Discretionary Lifetime […]

Read More »