Estate Planning

Estate Planning in the Digital Age

Today, many assets that once existed in material form now live online. Photos, financial accounts, business operations, and even personal identities are stored across devices, platforms, and cloud services. Without clear planning and authority, a client’s digital assets can be difficult or impossible for fiduciaries or heirs to access, creating gaps in an otherwise well-structured […]

When Your Wealth Is Global, Estate Planning Is No Longer Simple

As families become increasingly global, estate planning grows more complex. This reality was highlighted at the 60th Annual Heckerling Institute on Estate Planning, where Michelle B. Graham of Greenberg Traurig LLP presented Worldly Wealth: Tax and Estate Planning for U.S. Persons with Global Investments. Her presentation underscored a central truth: once assets cross borders, traditional […]

Why Clients Need to Think About Incapacity Planning

Death is the elephant in the room when talking about estate planning with clients. To avoid causing undue distress, we often skirt the issue, referring to heirs and beneficiaries or using terms like 'pass away' or 'pass on'. This is a matter of professional courtesy. Clients need not be reminded of death’s inevitability. It is […]

12 Estate Planning Steps to Take This Holiday Season

“On the first day of Christmas, my true love gave to me a partridge in a pear tree.” —The Twelve Days of Christmas A partridge in a pear tree? Lords a-leaping? Many of us may know the lyrics to “The Twelve Days of Christmas,” but few likely know its origin or the meanings behind the […]

Should You Share Your Estate Planning Details with Loved Ones?

It is that time of year when family members travel far and wide to share Thanksgiving, Hanukkah, and Christmas celebrations. Should you use this time to review and discuss your estate planning? It is essential to be clear about your wishes and ensure that your loved ones understand your intentions. When you create a comprehensive […]

What to Do with Grandma’s Ring: Dividing Personal Property in an Estate

If you have a beloved late grandmother, many images and memories may come to mind when you reminisce about her. You might picture her at her home or at the family vacation house during the holidays. Your memory could be a special meal that only she prepared for you or a place she took you […]

Planning for Real Estate in a Foreign Country

Recently, we have been reading about all the celebrities who have moved overseas. The allure of a foreign land—perhaps where the weather is milder, the pace of life slower, and the cost of living lower—is a dream for many Americans who want to escape our country’s fast-paced, high-cost living. That dream can become a reality, […]

Why a Trust for Your Child Should Mature with Your Child

From the moment your child is born, a parent feels an instinctive drive to protect and nurture. We childproof our homes, carefully choose schools, offer guidance through adolescence, support their careers, and watch with pride as they start their own lives. The desire to be there for them extends beyond emotional and physical care. Finances […]

Planning for the Unthinkable: Essential Tools for Parents of Minor Children

Approximately three-fourths of Americans do not have a basic will. Many of the same people also have children under the age of 18, which highlights a significant misconception about estate plans: they can accomplish much more than just handling financial assets (such as money, accounts, and property). One of the most essential functions of an […]

Who Needs an Estate Plan?

If you are reading this, you need an estate plan. Why? The short answer is that everyone ages 18 and older needs an estate plan. It does not matter whether you are old or young, have built up considerable wealth, or are entering adulthood; you need a written plan to control what happens to the […]

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Estate Planning in the Digital Age

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