Why Should I Change My Main Residence From New York State to Florida?
** This article has been revised from its original version which was published on July 29,2020. Ask one of our snowbird estate planning attorneys, and they’ll tell you there’s no…
Leaving a Legacy of Family Values
It can be challenging to address and legally formalize the inheritance of family values and assets. It becomes even harder for parents who wait too long to try. Undoubtedly the…
A Guide to Managing Wealth and Irrevocable Life Insurance Trusts
The federal estate tax exemption allowance is at risk of being reduced in four years, so it may be time to rethink how you plan to pass generational wealth to…
Reverse Mortgages: Can be a Game Changer! (Part 2)
This originally aired on the Catholic Faith Network’s show CFN Live: https://youtu.be/jzGyAUvH02M What is a Reverse Mortgage? A reverse mortgage loan is like a traditional mortgage. Homeowners borrow money from…
Making a Challenge to a Will
A person's will outlines who will inherit their property upon their death and who will handle the estate settlement (an executor or personal representative). For many reasons, beneficiaries can feel…
Your Estate Plan Should Include a Letter of Instruction
In any comprehensive estate plan, a letter of instruction (LOI) is an important component. An LOI can help your loved ones manage important information about you. It conveys your desires,…
Estate Planning with Living Revocable and Irrevocable Trusts
** This article has been revised from its original version which was published on August 17, 2022. Living or “inter vivos” trusts are commonly used in estate planning. These types of trusts…
Partnering With Your Spouse or Partner to Plan Your Estate
It is important to discuss your estate plan with your spouse or life partner thoughtfully and carefully. Before meeting with an estate planning attorney, it is best to discuss your…
Creating a Legacy of Wealth After You Die
In order to leave a legacy for future generations, you may have invested years in developing and protecting your legacy. But have you thought about the impact it will have…
What Makes Estate Planning So Crucial for the LGBTQIA+ Community
Regardless of orientation, anyone can benefit from estate planning because it provides protection for loved ones. In the LGBTQIA+ community, estate planning can legally protect against discrimination even if others…