Estate plans for business owners rarely fail because of poor drafting. They fail when the documents are sound but the situation is not.They fail when the plan is built on […]

Regardless of what financial or estate planning strategy is considered, and whether the goal is to protect wealth from creditor claims, minimize income tax or reduce estate and gift tax, there […]

If you work in or around the elder law space, you’ve probably felt it: a quiet resistance from prospective clients who should be a perfect fit—but don’t quite see themselves in what you do. They hesitate.  They delay.  Or worse, they only show up when something has already gone wrong. And while there are many…

The greatest risk to estate planning attorneys today isn’t that AI will replace them. It’s that clients will believe it can. With platforms like Trust & Will, LegalZoom, and even ChatGPT offering “quick and cheap” solutions, many potential clients are being lulled into thinking estate planning is nothing more than filling in blanks on a…

The joint representation of couples in estate planning presents a unique set of ethical challenges and considerations for attorneys. Whether dealing with married or unmarried couples, or even other related […]

The saying that the only things that are certain are death and taxes is attributed to Benjamin Franklin. There are other certainties of course, but for attorneys like me who think about estate taxation, death and taxes are a daily focus. And right now, while those things are certain, the tax laws themselves are arguably…

For many Americans, estate planning is perceived as a concern primarily for the very wealthy. However, mid-net worth families—those who may not be subject to federal estate taxes but still […]

The enactment of the Setting Every Community Up for Retirement Enhancement (SECURE) Act in December 2019 marked a significant shift in the landscape of retirement and estate planning. This legislation […]

“Over my career, I have found that some people view estate planning as one of the easier areas of law to practice.  Attorneys who work in this area know the […]

Estate planning for non-traditional married clients, such as those in same-sex marriages, can be complex, especially in the face of evolving legal landscapes and potential changes in the recognition of […]