Since the onset of the pandemic, many individuals have decided to relocate. Some move to be closer to family, others for better weather. Still others change domicile for financial reasons, like the pursuit of different job opportunities or for lower taxes. Estate Planning attorneys advise individuals who move to update their Estate Planning documents to […]
Education
What Everyone Should Know about the New FDIC Regulations
Most estate planners recommend creating a basic estate plan, usually with a revocable Trust as the centerpiece. Revocable Trusts provide an easy, yet effective way to avoid probate in most states. In those states in which probate is not a concern, Estate Planning attorneys use Trusts to provide asset and creditor protection or to protect […]
How Estate Planning for a Family May Trap the Unwary Practitioner
Estate Planning attorneys often represent multiple members of a family. It’s a natural evolution of the attorney’s relationship with their clients. Consider a married couple who undertakes basic Estate Planning when they have young children or are beginning to build wealth. As their estate grows, their attorney recommends more sophisticated Estate Planning techniques designed for […]
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