Premarital Planning

Love Is in the Air

Valentine’s Day is approaching when many people express how much their loved ones mean to them by giving gifts and cards. This year, try something different to show your love: think about your estate plan and how you can protect and provide for your loved ones, love will be your legacy. The New Year Has […]

Florida Community Property Trust Act: Effective July 1, 2021

The Heckerling institute for Estate Planning has been holding its annual conference this week and a topic discussed frequently amongst colleagues was the Florida Community Property Trust Act enacted by Florida’s State Legislature last summer. We thought it would be a good opportunity to review the pros and cons. Florida, a separate property state, has […]

Revisiting Your Marriage Means Revisiting Your Estate Plan

The recent Michigan Court of Appeals case, In Re Joseph & Sally Grablick Trust, aptly reminds us of the importance of revisiting and updating estate planning documents during the divorce process. In this case, the decedent, Joseph Grablick, died with an estate plan still in effect from his previous marriage. The decedent’s will and trust […]

When It Comes to Estate Planning Documents, Words Matter. Every. Single. One.

Estate planning is all about drafting legal documents that factor in a clients' unique goals, familial situation, and assets. Each and every word in these documents carries a tremendous amount of power, and therefore responsibility. The words written in Wills and Trusts are often enforced or litigated years or decades later, many times after the […]

Estate Planning for Couples - Married, Unmarried, or Remarried

October is one of the most popular months for couples to tie the knot in the United States. While wedding planning most often includes rehearsal dinners, guest lists, and honeymoons, couples often overlook estate planning. For younger couples beginning a life together and getting married for the first time, estate planning may not be a […]

Subscribe

Receive our new blog articles in your email inbox.

Name*
First Last
Email*
CAPTCHA
Email
This field is for validation purposes and should be left unchanged.

Categories

Recent Posts

Unveiling the Impact of Charitable Giving

Corporate Transparency Act Preliminarily Enjoined Nationwide by a Texas Federal Court

Happy Thanksgiving from the Altman Team

IRS 2025 Inflation Adjustments to Estate, Gift and Generation-Skipping Tax Exemptions

Veterans Day 2024

New Beneficial Ownership Information Filing Requirement

How Concerned Should You Be about Estate Tax Issues?

Series on Estate Tax: The Countdown Begins

Client Scenario

Intrafamily Loans and How They Work

1 2 3 … 77 Next »