Tag Archives: your estate plan

In a few short weeks, the year will be over. This means that this is the perfect time of year to sit down with an estate planning attorney to ensure that your estate plan is still current and meets your … Continue reading

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Estate planning often involves the balancing of the needs of several family members and friends, and a desire to make sure that they are provided for after the planner’s death. For example, a man may wish to leave his property … Continue reading

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Many individuals emphasize charitable giving throughout their lives, and wish to continue that tradition following their deaths. Not only is charitable giving emotionally satisfying, but it also can help save on income and estate taxes. By setting a strong example … Continue reading

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Individuals commonly use the Uniform Transfers to Minors Accounts (UTMA), which permits adults to transfer money to their children, often by placing it into an investment account to save for a child’s college education or an alternate purpose. The downside … Continue reading

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