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An Estate Planner's Resolutions For 2019
After practicing auld lang syne I paused to take stock of some of the steps I might take and resolutions I might make for my planning practice.
Domestic Tax Migration: Fact Or Fiction?
Despitestories of wealthy residents fleeing high-tax states, the empirical evidence shows the rich tend to move less frequently than poorer people.
How To Ruin A Legacy With Boilerplate Forms
Lawyers love to create long legal forms, with provisions that extend beyond what might be necessary. But off-the-shelf estate plans don't fit all.
When It Comes To Heirlooms, It's Personal
The most disputed items may have little to no monetary value but that doesn’t make them any less important to family members who treasure them.