Latest Blog Posts

What to Know about Nonfungible Tokens

Posted on: April 29th, 2022
When it comes to NFTs, confusion and excitement are present in equal parts....

When a Gift May Not Be a Gift

Posted on: April 27th, 2022
The federal tax code has very specific rules about how much you are allowed to transfer to others each year—and over the course of your lifetime—in the form of a gift....

Electronic Wills

Posted on: April 25th, 2022
Under established law, a will is generally not valid unless it is in writing, signed by the will maker and witnessed by two other people. ...

How to Protect Yourself from Claims of Self-Dealing When Serving as a Trustee

Posted on: April 18th, 2022
Self-dealing happens when a trustee uses the trust’s assets for their own benefit instead of for the beneficiaries’ benefit....

Using Beneficiary or Transfer-on-Death Deeds

Posted on: April 14th, 2022
If you own real property, such as a home, in your sole name but you have not created a trust and transferred your property’s title to the trust, it is virtually guaranteed that your beneficiaries (or heirs) will have to deal with probate after your death....

Springing Financial Powers of Attorney

Posted on: April 6th, 2022
A good estate plan should also consider the unexpected. Your plan may have detailed instructions for what happens when you are no longer around, but what if something goes wrong while you are alive?...
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