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  • Asset Protection
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Beneficiaries Acting As a Trustee

Beneficiaries Acting As a Trustee Clients frequently name their children as beneficiaries of their revocable living trusts. Several clients want their child to be the …

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Understanding the basics of “Basis”

The term “basis” arises frequently in tax law. On your 2021 income tax return, you must declare this amount as capital gains to the IRS …

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Ways to Leave Your Real Estate to Your Loved Ones (and the Pros & Cons)

Owning real estate continues to be a very popular investment vehicle for individuals and couples alike. One attractive feature of investing in real estate is …

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Reviewing Your Estate Plan after the Death of a Loved One

An unexpected or sudden death can be especially hard to come to terms with and you need time to grieve and live through that loss …

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Including Non-citizens in your estate planning

Our modern society has become increasingly international with many loved ones now travelling and living abroad, with some family and friends changing citizenship when they …

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How to Talk to Mom & Dad about Creating an Estate Plan

Most people want to avoid the morbid conversation around death, especially when it refers to your loved one’s demise. But when it comes to speaking …

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