Planning to Pass on the Family Business

If you own a family business, then planning what will happen to that business after you pass away is an important part of planning for your estate. Fortunately, with careful planning it does not have to be a difficult process.

Read More »

When DIY Estate Planning Goes Wrong

People have many options today for creating their own estate planning documents. Forms can be purchased quickly from websites and books. However, trying to create your own estate plan can actually be more expensive than hiring an attorney.

Read More »

Getting Access to Digital Data

When a loved one passes away it is extremely difficult to get access to any digital data they may have, including what might be stored on their cell phones. This is the case even when getting access to the data might help explain how the loved one passed away as is problem for one family […]

Read More »

Revoking an Irrevocable Trust

By the basic meaning of its title, it would seem that an irrevocable trust cannot be revoked. However, in Louisiana, a battle is waging over whether or not that is always true.

Read More »

Answers to Questions about Medicare and Medicaid

One adult son talks about his mother-in-law’s well-being: She is elderly, lives alone, experiences symptoms of dementia, and doesn’t accept help easily. She refuses to have strangers in the house. She has lost all effort to cook, but she will not have someone come in to help her with cooking. We tried a couple of […]

Read More »

Rare Books in an Estate: What to Do?

One of the most difficult tasks facing someone taking care of a loved one’s estate is figuring out which items are valuable. We all know that inherited fine art can be very valuable and should be evaluated by a professional and there are endless blogs, magazines, and TV shows that discuss what to do with […]

Read More »

Money Tips for Families

Between life insurance, wills and other financial tools, many parents of more meager means can also take steps to make sure their kids will be okay financially after they’re gone. And as much as families despise talking about money, the measures don’t always require a lot of work.

Read More »

Cutting the Massachusetts Estate Tax

When thinking about estate taxes, most people consider the federal estate tax. However, state estate taxes play an equal role in many estate plans. For that reason, it is important to make note when a state is considering changing its estate tax.

Read More »

Dog to Receive Fortune

Many people wish to leave things behind for their pets to make sure that they are taken care of after the owners pass away. However, one woman in Queens is taking that to the extreme.

Read More »

Obama to Target Capital Gains Loophole

In the State of the Union address President Obama was once again expected to announce proposals to increase taxes on wealthy Americans. While he is not targeting the estate tax, the proposal could have major implications for some estate plans.

Read More »