2023: Estate Planning in the New Year
It's a new year - with many new developments in estate planning to be aware of.
Welcome to our firm blog!
We will post firm announcements, recent developments in the law, and practical tips and advice for our clients and fellow professionals here.
Note that nothing on our blog should be considered legal advice as each individual situation is unique; we invite you to contact us if you have questions or need legal assistance.
Donor Advised Funds (DAFs) - An Attractive Charitable Planning Tool
Find out what a Donor Advised Fund is and why its popularity has increased in recent years.
FAQ Series - When and Why to Update an Estate Plan
In this ninth installment of our FAQ series, we review how often and reasons to consider an update to an existing estate plan.
FAQ Series - Roles in an Estate Plan
In this continuation of our FAQ Series, we discuss the fiduciary roles to be assigned in an estate plan and address some common concerns.
FAQ Series - An "Estate" Explanation
In this third installment of our FAQ series, we define an "estate" and the documents every estate plan should include.
Coronavirus (COVID-19) and Our Response
Our firm's response to the novel coronavirus (COVID-19)