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Planning Your Estate: It’s Not Just About Taxes
So many people I have talked with have expressed some concern for my career as an estate planner. They felt that the incr…
How To Find A Competent Estate Planning Attorney
The following questions were designed to help individuals find competent tax and estate planning counsel in states, such a…
How Much Does A Simple Will Cost?
We are frequently asked “How much do you charge for a Simple Will?” Unfortunately, there is no simple answer. Asking a law…
Wills, Trusts & Estate Planning: Frequently Asked Questions
Where should I keep my will?
Where you keep your will is not of great importance as long as it is in a safe place. Many pe…
Family Limited Partnerships & How They Work
In 1953, Sam and Helen Walton put what little assets they had into a family partnership that included their four children….
What Is Estate Planning? A Guide
This guide was prepared for those who wish to learn some of the basic concepts and terminology used by practitioners of es…
When To Use a Will & The Benefits of Doing So
Much has been written about the advantages and disadvantages of Revocable Living Trusts over Wills. The purpose of this ar…
Understanding Charitable Trusts
People with financial savvy look at wealth on a broad scale. They understand the need to acquire as well as to preserve an…
The Use Of Disclaimers In Estate Planning
Disclaimers are very useful estate planning tools. However, in order to use disclaimers effectively, it is essential to un…
