Articles

April 23, 2018

Planning With Purpose

I love the Tim McGraw song, “In My Next 30 Years.” I have practiced estate planning for 34 years.  In my first 30 years, it was […]
March 5, 2018

How To Settle a Trust After Death of the Grantor

Trust Administration: What Now? One of the biggest myths of estate planning is the thought that an attorney is no longer needed if the decedent died […]
February 19, 2018
charitable trust

Income and Tax Planning Using Charitable Trust

Improve your Income and Tax Planning with Charitable Trusts CHARITABLE RETIREMENT ARRANGEMENT (“CRA”) As a practicing estate planning attorney for over 33 years, I have noticed a […]
January 23, 2018
Three Tiers of Estate Planning

Three Tiers of Estate Planning

The Three Tiers of Estate Planning As an Estate Planning Attorney for over 33 years, you start to see trends in planning, common fears that clients […]