A Commitment
to Each Client.
If you’re making an estate plan and you have an extensive art collection, it’s very important to understand the true value of that collection. Things may have changed massively -- for better or worse -- since you bought those pieces. In fact, an increasing value is...
A trustee has the responsibility of managing the assets that fund a trust and distributing them to beneficiaries. The person who created the trust assigned them to a position of authority likely because that individual believed the trustee was a responsible, ethical...
If you are considering contesting someone’s will, there are two questions you should ask yourself. Can I and should I? The law is clear on who can contest and a will and why. As to whether you should, only you can make that decision. On what grounds can you contest a...
When people enter into estate planning, often there are reservations over what the people who receive the estate, or beneficiaries, will do with it. Will they responsibly manage it, or will they waste the gift? Instead of leaving it up to chance, or blind faith, many...
You have built your estate for years, and you probably want to save as much of it so that your family can have a comfortable, secure life when you are gone. Currently, the federal government can tax up to 40% of any estate that surpasses the amount of $11.7 million...
When the patriarch or matriarch of a family dies, one common consequence is infighting among their heirs. While family dynamics do tend to play out after a death much as they did during the decedent’s lifetime, there are ways to avoid some of the worst fallout after a...
