Blog

June is Pride Month, a time to remember and honor the history of the LGBTQ+ community. It’s also a good time, if you are a member of that community, to think about the future—specifically, your estate plan. Estate planning has always been importa… Read More

You already know that you need an estate plan, and if you have taken steps to create one, you probably also know that you should talk to your family about your estate plan. Sometimes, however, that conversation is a difficult one. Estate planning exi… Read More

After much legal back-and-forth, the beneficial ownership information (BOI) reporting requirements of the Corporate Transparency Act (CTA) have once again been updated. Here’s what you need to know about whether you are required to report, penaltie… Read More

When you think of estate planning, you might think of creating a will or a living trust to distribute your assets after your death. But beneficiary designations are also an important part of estate planning, and one that is often overlooked. If you h… Read More

As the saying goes, “You can’t take it with you.” But when it comes to leaving your property to others, there are a variety of ways to do it—some of them easier than others. One option is a “transfer on death” (TOD) deed. As the name sugg… Read More

As estate planning attorneys often tell clients, your estate plan is not “set it and forget it.” It reflects your assets, goals, and needs at the time you create it. But let’s face it: life changes. We marry and divorce. Family members are born… Read More

For many people, the largest asset they own is their home or other real estate. One question we often receive from clients is whether they should put an adult child or other family member “on the deed” to their property to make estate planning si… Read More

A piece of federal legislation called the Corporate Transparency Act (CTA) went into effect on January 1, 2024. This law is intended to prevent illegal activity such as tax fraud, money laundering, and other financial crimes. The CTA aims to achieve… Read More