Latest Blog Posts

Statements of Intent or Purpose in Estate Planning Documents

Posted on: March 31st, 2022
Your intent or purpose for creating a trust can also have significant legal ramifications. It is often critical that you express in writing your purpose for creating the trust....

Changes to the FAFSA Form and What It Means for Grandparents

Posted on: March 15th, 2022
For grandparents who want to leave a legacy to their grandchildren, the gift of a 529 college savings plan is an option. ...

Marital Disclaimers and the Clayton Election: Last-Minute Estate Tax Planning

Posted on: March 2nd, 2022
Deferring, minimizing, or avoiding estate taxes altogether is often an important estate planning goal for married couples. ...
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