Blog Articles

What Strategies Minimize Estate Taxes?

March 14, 2023

With 2022 bringing very little change to trust and estate law, 2023 remains a prime opportunity to take advantage of the favorable tax landscape.

Estate Planning

Does Divorce Impact Estate Planning?

March 13, 2023

When you're in the midst of a divorce, you're probably not thinking about estate planning or your will. However, if you're divorcing, you should think about the impact a divorce can have on an estate plan.

Estate Planning

Advantages of Putting Home in Trust

March 10, 2023

If you have a residence you would like to pass onto loved ones after your death, and you’re worried about your home going into probate, you may want to put your home in a property trust.

Estate Planning

Power of Attorney Can Withdraw Money?

March 9, 2023

The first step in understanding whether a power of attorney can transfer money to themselves is to understand the different types of power of attorney.

Estate Planning

Leaving Assets for Heirs

March 8, 2023

No family is exactly like another, so here are some considerations to help you decide which distribution strategy best suits your situation, values and goals.

Estate Planning

What are RMD Rules for 2023?

March 7, 2023

The SECURE 2.0 Act, which was signed into law in December 2022, changes the RMD rules for retirement savers beginning in 2023.

Estate Planning

What Should Seniors Know before Remarrying?

March 6, 2023

As the calendar turned to 2023, many of us took a moment to think about resolutions. I want to lose 10 pounds. I want to read things that aren’t just about work. I want to learn how to play pickleball. Or maybe this year I’ll give a relationship another shot. Maybe I’ll even remarry.