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…
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…
Even though it’s the shortest month of the year (even during a Leap Year!), February brings forth many significant milestones. Those of us in the northeast eagerly await the Groundhog’s report hoping for warmer days ahead, many people think of February as the month of love with Valentine’s Day on the 14th, it is often…
If you are on the fence about whether setting up a Trust and putting your property in a Trust, is the right path for you, you can now add “being exempt from affirming that your house meets current fire safety codes” to the pros column. In our Practice, we help clients decide if setting up…
