Latest Blog Posts By Category

  • Newsletter

    The latest posts for Newsletter are listed below.
    • Contesting a Will or Trust

      After going through the time and effort of creating an estate plan, you will want to ensure it is legally binding and that your loved ones follow the guidelines you set for them. Unfortunately, your last wishes may be disregarded if an heir or beneficiary contests your will or trust. Although estate contests are not the norm, they are hardly uncommon and can seriously derail an otherwise ...
    • Taxation of Trusts

      There is a great deal of confusion about the taxation of trusts. In this article, I hope to cut through the jargon and lawyer mumbo jumbo (technical term) so that you will have a better understanding of how trusts are treated by the tax code. First, we need to step away from a monolithic view of the tax code. There are many different types of federal tax that could impact a trust at different ...
    • The Dangers of DIY Estate Planning

      “Can’t I just use an online will creator?” “My [son/sister/friend]’s estate is pretty small. An internet form will work for that, right?” I am no stranger to the do-it-yourself approach—I’m married to an engineer, after all. We enjoy personally maintaining our bicycles, we do a lot of our own car maintenance, and we even attempted to sand and refinish our hardwood floors (that was less of a ...
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