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Are Irrevocable Trusts Truly Irrevocable?

From 1987 through 2003, the federal estate tax exemption amount was between $600,000 and $1,000,000. This prompted many pe…

When a person dies owning a 401(k) or an IRA, must these accounts be used to pay the decedent’s debts, or are they exempt …

Deciding what to do with your assets after you pass away can involve a series of difficult decisions. These decisions are …

As discussed in previous posts, for the purposes of guardianship and conservatorship, an “incapacitated person” means an a…

A number of surveys over the last few years report that between 55% and 70% of adults in the United States don’t have an e…

For individuals with substantial assets, the intricacies of estate planning become increasingly complex. The wealth you’ve…

Many business owners struggle with the dilemma of how to retain their key employees without deluding their stock own…

Over the last decade, the do-it-yourself (DIY) philosophy has grown exponentially and now has spread into estate planning….

It is always important to make sure the beneficiary designation for Life Insurance, Annuities and Retirement Accounts are …

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