Some clients worry that certain beneficiaries will challenge their Estate Plan after death. Sometimes it’s because they have structured their plan to favor one beneficiary over another. Other times, it’s because they have left assets in a trust and named an individual other than the beneficiary of the trust to serve as Trustee of the […]

The time immediately after the death of a loved one can be stressful and overwhelming. Family members are grieving, and on top of this, they must handle a variety of organizational and legal tasks. In many cases, there can also be disputes concerning who gets certain possessions, which can make the whole situation even messier […]

Sometimes clients have concerns about whether their Estate Plan could withstand a challenge after their death. If the plan deviates from the equal treatment of all beneficiaries in the same class, then that may cause a client to worry about how best to protect the plan. Often the unequal treatment results because one beneficiary took […]

Regardless of a family’s financial situation and assets, estate planning is an important matter that should be addressed ahead of time. While there is a common misconception that this is reserved only for the wealthy with a laundry list of assets, estate planning is applicable to a large number of people. In fact, an estate […]

Many Estate Plans rely upon a revocable trust as one of the foundational documents in the plan to avoid probate. Sometimes, plans include irrevocable trusts to achieve tax-driven results or for other reasons. No matter which kind of trust a client considers, of the many decisions that clients make when creating an Estate Plan, naming […]

Am I the only one who is having a hard time believing it is already June? The year is halfway done and yet it feels like just yesterday we were goal setting for 2022. The goals from January may be a distant memory with hustle and bustle of operating a law firm if you are […]

Many Estate Plans rely upon a revocable trust as one of the foundational documents in the plan to avoid probate. Sometimes, plans include irrevocable trusts to achieve tax-driven results or for other reasons. No matter which kind of trust a client considers, of the many decisions that clients make when creating an Estate Plan, naming […]

Spoiler alert! This is not a blog about Aerosmith, Run-DMC, or Igor in Young Frankenstein… If you haven’t yet heard, we announced at the recent Spring Summit, that the Academy has formed a new partnership with the Alzheimer’s Association® and will be joining their new Legal Industry Leadership Counsel (LILC) to help engage law firms […]

Many Estate Plans use a revocable trust as the foundational document in the plan to avoid probate. Probate can be an expensive, time-consuming, and public process. Some plans include irrevocable trusts to achieve tax-driven results or for other reasons. No matter which kind of trust we consider, of the many decisions that clients make when […]

While Google continuously tweaks their algorithm, making hundreds of changes each year, the latest update, known as the May 2022 Core Update, was more significant than usual and many websites have since seen drastic changes in both rankings and traffic. On May 25th, Google announced the rollout of the May 2022 Core Update. According to […]