Estate Planning - Living Trust - Advanced Healthcare Directive - Power of Attorney

All the information you need about Wills, Power of Attorney, Healthcare Directives, Trusts and more, on our Estate Planning blog.

Planning for Cognitive Decline

Planning for Cognitive Decline with Compassion: What You Can Do Today

May is Mental Health Awareness Month and Elder Law Month—a time to have open, honest conversations about how we care for ourselves and our loved ones, especially as we age. One topic that’s difficult but essential to address is cognitive decline. Whether due to Alzheimer’s, dementia, or other conditions, the possibility of losing mental capacity…

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BOI Reporting

CTA’s BOI Reporting Requirements are Back in Effect

On February 18, 2025, the U.S. District Court for the Eastern District of Texas lifted the nationwide injunction issued by the U.S. District court for the Eastern District of Texas in Smith, et al. v. U.S. Department of the Treasury, et al., 6:24-cv-00336 (E.D. Tex.). The Smith injunction blocked the enforcement of the Corporate Transparency…

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Spring Cleaning Your Estate Plan

Spring Cleaning Your Estate Plan: A Fresh Start for Your Future

Spring is all about fresh starts—decluttering your space, deep-cleaning your home, and getting life in order. But while you’re dusting off shelves, why not tidy up something even more important? Yep, your estate plan. Whether you’re just getting started or need to make a few updates, now is the perfect time to make sure your…

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FinCEN Releases Corporate Transparency Act 2025 Update

FinCEN Releases Corporate Transparency Act 2025 Update

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 you are thinking of including a trust as part of your estate plan or if you…

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