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There are different approaches to estate planning (i.e., will-based planning versus trust-based planning) that may seem overwhelming to understand key distinctions and nuances involved. A frequently asked question in estate…

Trusts provide many estate planning benefits ranging from avoiding probate proceedings to managing and controlling spending and investments to protect beneficiaries from poor judgment and waste. There are different types…

What is the Estate Tax? The estate tax is a tax on the transfer of property after a person’s death. Generally, it is determined by applying the estate…

When starting a business, it is important to consider the pros and cons of each entity type to determine which one is best suited to accomplish your goals…

A charitable trust is an irrevocable trust that allows a grantor to accomplish their philanthropic objectives while providing benefits to both charitable organizations and non-charitable organization beneficiaries. There…

When a taxpayer has an outstanding tax debt, the Internal Revenue Service (“IRS” or the “Service”) uses methods to compel a taxpayer to pay the outstanding tax debt…

A credit shelter trust is an essential estate planning tool that can allow married couples to lower or eliminate their federal estate tax obligations when passing their assets…

Searching for a new house can be an exciting process. But it can also be stressful — especially if you found the ideal home and it’s listed with…

Powers of attorney are important legal documents to include in every comprehensive estate plan. But unlike a last will and testament, and many types of trusts, these documents…

Losing a loved one can be emotionally overwhelming — not only might you be experiencing unbearable grief, but you may also be required to go through the probate…