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What is a Probate Asset?

Have you ever heard of the parent who died, leaving a Will for assets to go equally […]

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Undue Influence in Estate Litigation

Wills and Trusts are critical estate planning instruments that permit us to determine what happens to money […]

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Estate Planning in a High Inflation Environment

  Between 2008 and 2020, the inflation rate never rose higher than 3%. During that timeframe, clients […]

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How to Navigate “Late Life” Divorce

“Late Life” or “Gray” Divorce typically characterizes marital dissolutions after age 50. Couples make the decision to […]

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Keeping Up With the SECURE Act: Changes on the Horizon

In 2019, Americans were introduced to Congress’ expansive new rules on retirement plans and their required minimum […]

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Five Ways to Protect Your Family Through Estate Planning

You and your spouse are established, full-time working individuals who decide to have a family. Life is […]

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How Does the CARES Act Incentivize Charitable Donations?

‘Tis the season for giving. With gift-giving holidays and end-of-year charitable donations, the month of December has […]

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Three Estate Planning Strategies for a Low Interest Rate Environment

Low interest rates customarily suggest problems with the economy. However, in these low interest rate environments, there […]

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The Great Gift of the Grantor Retained Annuity Trust

A Grantor Retained Annuity Trust (“GRAT”) is an irrevocable trust by which the grantor transfers property and […]

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Breaking Down the Federal Estate Tax and Federal Gift Tax

A common estate planning matter is addressing the difference between the federal estate tax and the federal […]

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