When clients select a successor trustee for their trust, they frequently choose one person to serve as a successor trustee … Read Blog Post

When we think of estate planning, we often think about preparing our clients’ accounts and property to go to their … Read Blog Post

Estate planning attorneys frequently hear from their clients, “I’d like to leave something to my grandchildren. What’s the best way … Read Blog Post

This year has been unprecedented from a political perspective in many ways. President Joe Biden stepped into office facing huge … Read Blog Post

An often misunderstood but prevalent estate planning tool that often appears in estate planning documents is the power of appointment. … Read Blog Post

What Is a Trust Protector?
Traditionally, the three roles that must be filled when setting up a trust are the … Read Blog Post

If your client has already done estate planning by creating a will or trust, then the client has taken a … Read Blog Post

This year is quickly coming to a close. For many of us, December 31 cannot come soon enough, as 2020 … Read Blog Post

In our efforts to quickly provide you with the most up to date information on the potential tax ramifications stemming … Read Blog Post