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How to Plan for Beneficiaries with Disabilities

June 20, 2024
Planning for disabled beneficiaries is important, not only for those beneficiaries with known disabilities but also for those who may be disabled at the time of the decedent’s death.
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Business Owners and Estate Planning: Special Concerns

June 19, 2024
For most business owners, the business is the most valuable item on their balance sheet.
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Inherited IRAs: How the 10-Year Rule has an Impact on Required

June 18, 2024
The Internal Revenue Service (IRS) recently delayed its proposed 10-year rule that will impact inherited Individual Retirement accounts (IRAs) and required minimum distributions (RMDs). This article unpacks RMDs, transition relief and how the 10-year rule might impact your estate planning.
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What Estate Planning Documents do I Need?

June 17, 2024
Incapacity can happen to anyone at any time, but your risk generally increases as you grow older. Consider what would happen if, for example, you were unable to make decisions or conduct your own affairs.
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Why Unmarried Couples Need Protection of an Estate Plan

June 15, 2024
Forgoing the legal entanglement of marriage can lead to troubling outcomes should one member of the couple face incapacity or an untimely death.
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What Is the Primary Purpose of a Revocable Trust?

June 13, 2024
Revocable trusts are much more common than irrevocable trusts because they provide many important estate planning benefits.
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Navigating Farm and Ranch Succession Planning

June 12, 2024
From safeguarding agricultural assets to fostering smooth succession transitions, the decisions you make today will shape the future of your farm or ranch. We examine the nuances of succession strategies for farmers and ranchers, strategies to consider and why it’s important to plan now.
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Safeguarding against Financial Exploitation: Estate Planning for

June 11, 2024
As family members and caregivers notice signs of cognitive decline in loved ones, it is essential to take proactive steps to safeguard assets.  Seeking guidance from an elder law attorney to navigate complex planning issues as well as guard against financial exploitation reduces vulnerability to fraud.
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Estate Planning Strategies to Maximize Returns for Investors

June 10, 2024
Integrating stock options into your estate plan requires careful consideration to ensure that your loved ones can benefit from this financial asset. This article explores how you can include stock options in your estate plan to maximize their value for future generations.
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Why Estate Planning for Veterans and Active Military Is Important

June 9, 2024
This article explores the importance of estate planning for veterans and active military personnel and the essential documents to include in your estate plan.
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