Blog - Estate Planning & Probate Attorneys

No Reason to Overpay for Taxes, as Candidate Joe Biden’s Tax Returns Show

There is nothing like a presidential candidate’s personal income tax return to get people talking. And, while the battle over the federal tax returns of

The Real Cost to Your Family: Having No Estate Plan at All

This is the third in an ongoing series of our articles discussing the true costs and consequences of failed estate planning. The series highlights a

Safeguard Your Children’s Inheritance with a Lifetime Asset Protection Trust

Last week, we discussed the benefits of a unique estate planning vehicle known as a Lifetime Asset Protection Trust (LAPT). We referenced this planning tool

When Tragedy Strikes: Estate Planning Lessons from the Sudden Death of Pernell “Sweet Pea” Whitaker

The sudden death of a loved one is always a tragedy. But when someone with a large estate passes away unexpectedly, that tragedy may be

Protect Your Family from Wealth’s Dark Side with a Lifetime Asset Protection Trust

When you create your estate plan, the idea that one of your adult children would ever use their inheritance to bankroll a cult is probably

4 Ways Wise Planning Can Protect Your Family’s Assets

While most people assume only the uber wealthy need to worry about asset protection, those with less wealth and fewer assets may be at even

Anderson Cooper will have to Learn to Live with the Family Curse

In our last newsletter, I discussed the wide spread speculation that fashion icon, Gloria Vanderbilt, would leave her entire legacy to charity and effectively disinherit

Will Facebook’s Libra Cryptocurrency be Stonewalled by the U.S. Tax Code?

Not long ago, Facebook announced the impending launch of a new currency, the Libra. The news ignited a firestorm of debate among politicians, economists, tech

7 Processes to Complete With Your Parents Before They Die

In a recent Facebook post “Processes to go through with your parents before they die,” Daniel Schmachtenberger, founder of the Critical Path Institute, outlined seven

Seniors and Their Families Should Be Wary of Reverse Mortgages—Part 2

In the first part of this series, we discussed the dangers of reverse mortgages for senior homeowners. Here, we’ll look at how these complex loans

Who Will Inherit Fashion Icon Gloria Vanderbilt’s Fortune?

Gloria Vanderbilt, railroad heiress and fashion icon of her own right, passed away last week at the age of 95. Though her Will has not

Seniors and Their Families Should Be Wary of Reverse Mortgages

If you’ve watched TV lately, you’ve likely seen ads touting the benefits of reverse mortgages. The spots typically feature famous actors like Henry “Fonzie”

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