Latest Blog Posts

What Documents Do You Need to Find After a Loved One Dies?

Posted on: October 14th, 2015
​After a loved one dies, you need to gather the important documents that are necessary to settle their final affairs. While the documents required will vary depending on what your loved one owned and owed, below is a list of common documents you will need to find:...

The Lifetime QTIP Trust: Or (How to Maintain Control of Your Estate and Keep Spouse No. 2 Happy)

Posted on: October 7th, 2015
Estate planning for couples in a second or later marriage who have disproportionate estates can be tricky. One solution for allowing the well-to-do spouse to maintain control of their assets but keep their other half happy is the Lifetime QTIP Trust. ...

Surprise! You Can’t Easily Disinherit Your Spouse in the U.S.

Posted on: September 30th, 2015
Believe it or not, in the U.S. it isn't easy to disinherit your spouse. But the same is not true for other family members - generally, you can use your estate plan to disinherit your brothers and sisters, your nieces and nephews, or even your very own children and grandchildren. However, in the majority of states and the District of Columbia, you can't intentionally disinherit your spouse unless your spouse actually agrees to receive nothing from your estate in a Prenuptial or Postnuptial Agreement....

Decanting: How to Fix a Trust That Isn’t Getting Better With Age

Posted on: September 16th, 2015
While many wines get better with age, the same cannot be said for some irrevocable trusts. Maybe you're the beneficiary of a trust created by your great grandfather seventy years ago that no longer makes sense. Or maybe you created an irrevocable trust twenty years ago that doesn't work as it should. Is there any way to fix an irrevocable trust that has turned from a fine wine into vinegar? You may be surprised to learn that under certain circumstances the answer is yes, by "decanting" the old broken trust into a brand new one....

Aging.gov: A New Resource for Older Americans and Their Families

Posted on: September 9th, 2015
More than 10,000 people turn 65 in the U.S. every day according to Aging.gov (http://www.hhs.gov/aging/), a new website recently launched by the Obama administration. The goal of this website is to act as gateway for older Americans and their families, friends and caregivers to locate information about leading a healthy lifestyle, options for health care, preventing elder abuse, and retirement planning....

What’s Hot in Estate Planning Right Now May Surprise You

Posted on: September 2nd, 2015
Estate planning has truly evolved over the past 20 years. Gone is the uncertainty about federal estate taxes and the absolute requirement for married couples to use complex trusts to minimize these taxes. But also gone is planning for the "traditional" family. In fact, today's estate planning is more complicated than ever before....
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