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As you know, I am an estate planning attorney, not a financial advisor or CPA; however, this article may be of interest to you as you plan for gift giving, etc.  It appeared online at LAWFLASH, published 10/24/24, and was written by Sara A. Wells, a partner at...

Many activities are best-done solo, and others are better accomplished by a team. When it comes to estate planning it can depend on your situation as well as on the extent of your assets.  If you want to think about which approach is best for you, review the...

The following article is more than 10 years old but still relevant.  It was published in Forbes on 12/4/12, updated on 2/16/13, and written by Danielle and Andy Mayoras, Trials & Heirs, attorneys focusing on celebrity legal issues.  Many of you may know...

I know most individuals think estate planning is all about protecting your hard-earned assets, making sure what you own, be it real estate, antiques, vehicles, or cash, is distributed correctly, and probably minimizing any probate situations and avoiding taxes. ...

As we approach the end of the year, I thought this article about charitable giving was timely. I found it online at JDSupra on 10/8/24, provided by Adler Pollock & Sheehan P.C.  Read on for some good tips to keep in mind. "If you're charitably inclined and...

As I write this, with Hurricane Milton bearing down on the west coast of Florida, I can't help but wonder and hope that those in its path are prepared for what could be a horrific event—and I don't just mean with sandbags, water, backup generators, and the like....

The following article was written by Erin Bendig and appeared online at Kiplinger 9/29/24. It includes some good information to consider when deciding what to put in and leave out of your will. Let's discuss together – shall we?...

I almost always recommend that every adult seek the guidance of an estate planning attorney when getting their affairs in order, i.e., writing a will, creating an estate plan, etc. That said, I will admit there are three relatively unique situations when my assistance...

2024 is coming to a close, and if you haven't taken action on your estate plan as you wanted to this year, there's hope! This is a comprehensive list of 16 things you should consider before you die.  I suggest you print this out and "divide and conquer." First,...