Dear Clients and Friends, “Deathbed marriages” between couples where a suitor (often a much younger one) marries someone with a short...

Dear Clients and Friends, When setting up trusts for children, grandchildren and other family members, one has a greater ability to limit...

Dear Clients and Friends, Generally speaking, estate planning laws were designed for the traditional nuclear family, a married couple...

Dear Clients and Friends, As a former IRS attorney I was specially assigned to the Estate and Gift Tax division and in my 4+ decades of...

The absolute basics on one’s estate planning are to have a valid living Trust, a backup Will for that Trust and a Medical Durable Power...

The federal estate tax marital deduction is one of the most important estate planning tools available to a married couple. The basic...