Category Archives: Trusts

A Tale of Two Celebrity Estates

Red Carpet Celebrities

Chadwick Boseman died at the age of 43, after a four-year battle with colon cancer. Boseman kept his cancer diagnosis a secret for four years, working on projects such as the Black Panther in the Marvel Comics Avengerfilm franchise.

10 Types of Trusts

TRUST written on paper

A generation-skipping trusts allows you to distribute your money and property to your grandchildren, or even to later generations, without taxation, by using your lifetime exemption to offset any tax that could be due.

Sharing the Wealth: Intrafamily Loans

Lender Family Loan

Part 2 in a 2-Part Series Low Interest Rates & Estate Planning  Last week, we began a two-part series about how to share your wealth through estate planning. To read part one in the series, click here. This week, we conclude by examining other options for sharing your wealth. We examine charitable gifts, including intrafamily loans.

Vacation Plans? How to Prepare

(Part 1 of a 2-Part Series) After months of near confinement in our homes, most Americans are stir-crazy. As such, we are eager to travel to make vacation plans. As more states are open, take these precautions before your summer travels.

How to Avoid Probate Costs

As an added convenience for our clients, we are available to hold our meetings through video conferencing or by phone if you prefer. We are here to help you decide whether it makes sense to avoid probate in your particular case and, if so, the best way to do so.