There is a great quote from Oliver Wendall Holmes on complexity: “I would not give a fig for the simplicity…
The fourth sin is when the business owner makes the assumption that because the estate planning documents are complete, the…
The third sin committed in succession planning is when the business owner fails to treat the business like a business.…
The second sin committed in succession planning is when the business owner acts too much like a parent and mistakes…
Over the next few weeks, this blog will analyze the Seven Deadly Sins of Succession Planning. And what are those…
Understanding the rules of IRA distributions is like taking a trip through our childhood. Remember Goldilocks and the three bears?…
The revocable trust is the document that is almost always the centerpiece of the estate plan. Simply put, the revocable…
As an estate planning attorney, the most common question I get—both from potential clients and at cocktail parties (or kids'…
For those of you who spend time in the estate planning arena, in helping your clients get the right property to…
The United States Supreme Court issued a landmark decision in Windsor, holding that if a couple is married and resides…