Blog
Training Your Trustee: What a Successor Trustee Needs to Know
October 14th, 2025
One of the advantages of a living trust is that it allows you to manage, use, and enjoy property during your lifetime with the confidence that, after your death, someone you trust will step into your shoes, managing trust assets and making distributi…
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Categories: Estate Planning
Five Things Your Spouse Should Know Before You Die
August 18th, 2025
One of the first things we say to our new spouse on our wedding day is “‘..til death do us part.” But when we say it, we’re not really thinking about what it means; wedding days are more about imagining what “happily ever after” will look…
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Categories: Estate Planning
Estate Planning for Same-Sex Couples
June 13th, 2025
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…
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Categories: Estate Planning
Five Tips for Talking with Family About Your Estate Plan
May 13th, 2025
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…
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Categories: Estate Planning
2025 Beneficial Ownership Information Reporting Requirements
April 1st, 2025
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…
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Categories: Business Planning
Have You Checked Your Beneficiary Designations Lately?
March 14th, 2025
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…
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Categories: Estate Planning
What is a “Transfer on Death” Deed?
January 14th, 2025
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…
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Categories: Estate Planning
When to Update Your Will and Related Powers of Attorney
November 18th, 2024
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…
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Categories: Estate Planning
Joint Ownership of Real Estate: Good Idea, or Potential Disaster?
September 16th, 2024
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…
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Categories: Estate Planning
Beneficial Ownership Information Reporting
July 16th, 2024
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…
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Categories: Business Planning
