Understanding the Corporate Transparency Act What You Need to Know as a Trustee of a Trust Recently, the Financial Crimes Enforcement Network (FinCEN) adopted a significant piece of legislation called the Corporate Transparency Act (CTA). This important rule has flown under the radar for many, but it is essential to take note of, especially if…
If you are among the 40% of Americans who believe they don’t have enough assets to have an estate plan, here’s a simple estate planning checklist for you to take to see if you’re right. ✅ If you check YES to only one item on the list below, then you’re right! ✅✅If you check YES…
While the topic of death is often avoided, Create a Great Funeral Day provides an opportunity to reframe how we view funerals—not as somber, obligatory ceremonies but as meaningful celebrations of life. Understanding the history and purpose of this day reveals how it has evolved to address deep cultural needs and taboos surrounding death and…
Today a lawsuit fit for television begins (think: Succession). The exciting part of this lawsuit is that the battle involves an irrevocable trust. As an estate planning attorney, I’m geeking out. Unlike divorce, trademark, and personal injury, there aren’t many high-profile estate planning lawsuits, and the few there do mostly occur because someone has died…
Unlocking the secrets to successful estate planning is no easy task. It requires careful consideration of your assets, beneficiaries, and future goals. Hiring an estate planning attorney who specializes in estate planning is not only essential, but it can also provide peace of mind knowing that your wishes will be legally protected and executed. An…
Planning a vacation is an exciting time, but it’s also an opportunity to ensure that your affairs are in order, particularly when it comes to estate planning documents. Taking the time to prepare these documents before you leave can provide peace of mind and protect your loved ones in case the unexpected happens. Here’s a…
