by amanda | May 3, 2025 | Uncategorized
When a client’s family does not wish to inherit a collection or if its inclusion in the estate would create a significant tax burden, it is crucial to explore charitable giving options. Proper planning can help maximize the benefits of a donation while avoiding...
by amanda | May 1, 2025 | Uncategorized
This year ended with law firms recording strong profit growth which has allowed them to increase their internal investments across the board.Read More
by amanda | Apr 28, 2025 | Uncategorized
Expect lower mortgage rates to energize home buyers and sellersRead More
by amanda | Apr 26, 2025 | Uncategorized
When I began practicing law, clients created irrevocable trusts with caution because the trust was then set in stone. By the time I left private practice, clients created irrevocable trusts with more frequency and considerably less caution because changing irrevocable...
by amanda | Apr 11, 2025 | Uncategorized
A unique aspect of practicing before the probate court is the “interested person” concept. Someone who qualifies as an “interested person” is entitled to be served with filings and receive notice of hearings in proceedings before the probate...
by amanda | Apr 9, 2025 | Uncategorized
How often should you review your trust and estate plan? Is there a regular cycle to these reviews, or should they be driven by significant events in your life or the lives of your beneficiaries and executor or trustee? How will the next few years in Congress impact...
