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Newsletter Archive


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  • Advisor Focused Newsletter 50
  • Client Focused Newsletter 51

Did You Choose More Than One Successor Trustee?

When selecting a successor trustee for a trust, it is common for the individual who creates the trust (the trustmaker) … Read Blog Post

Planning to Receive an Inheritance

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

How to Responsibly Leave an Inheritance to Your Grandchildren

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

President Biden’s First One Hundred Days: Looking Back and Planning Ahead

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

The Pros and Cons of Powers of Appointments

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

The Trust Protector: Your Guardian Angel

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

Creating a Treasure Map: The Benefits of Preparing an Inventory before Death

If you have already done your estate planning, you have taken a significant step toward ensuring that your loved ones … Read Blog Post

Is Your Estate Plan Incapacity Proof?

For most people, it is perfectly natural to think about estate planning only in terms of planning for death. While … Read Blog Post

Getting Ready for 2021

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

Clarification to November 2020 Client Newsletter

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

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