Financial

Ho Ho How Can You Gift This Holiday Season?

Annual Gift Tax Exclusion In 2021, you may gift property and/or cash with a value of up to $15,000 to a person without the gift being...

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Fair Versus Equal: Who Gets the Farm?

Often when we meet with a married couple with children, one of the parents will tell us that she wants the estate administration and...

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So You Don't Know Any Unicorns...

So you and your family have read our blog and now either no one wants to be a fiduciary listed in your estate plan, or you don’t want to...

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No Good Deed Goes Unpunished!

Several years ago, I was presenting at a seminar for attorneys and other professionals and we were discussing “fiduciaries”, such as...

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Why Should I Care? I'll be Dead!

How planning for your incapacity/death now can be an immense gift to your loved ones in the future.

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Famous Estates: Who Gets the IP When I Die?

The first in the Famous Estates series - How David Bowie changed not only the music industry, but the legal and financial world as well.

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