The Most Common Inheritance Tax Mistakes and How to Avoid Them
When people think about leaving a legacy, they often focus on what to pass on but forget about how taxes and laws can reshape those plans. Inheritance tax rules can …
Honoring the Journey: A Carriage Through Time
Step Into the Past: The Story of a Funeral Carriage from 1884. This elegant black carriage, known as a “double” or “extended-front” brougham (pronounced broom), was once a symbol of …
Can Your Trust Pay for a Wedding?
For whatever it’s worth, one of those info maps popped up on my Facebook feed yesterday — you know the kind, the ones my kids think I’m totally crazy for …
Sometimes Stuff Is the Most Important Part of Your Estate Plan
Most people usually think about who will receive their retirement and bank accounts, life insurance proceeds, real estate, and other valuable possessions upon their death. However, a person’s personal property …
Giving Trusts: It’s a Family Affair
One of my recent articles for Jewish News was on the subject of Giving Trusts. Charitable giving is increasingly considered both a privilege and hobby, yet fewer families give to …
Prevent Being Buried Alive – Inlcude in Your Will
A person being buried alive has happened in several different soap operas. If you have a real fear of this, we can put provisions into your will and trust to …