Like so many concepts in the law, the word “fiduciary” has Latin roots; it means trust. This is particularly appropriate as the word trust is thought of as the confidence and reliability required in a person of great importance – as well as a legal vehicle to develop such relationships.Read More

 Helping clients plan for life’s unexpected events—whether it’s welcoming a new family member, coming into an inheritance, or dealing with an illness—is at the heart of what estate planners do. As we recognize October as Breast Cancer Awareness month, it’s a great opportunity to remind ourselves how we can continue to plan for the curve...Read More

Established by the National Academy of Elder Law Attorneys (NAELA) to help those with disabilities and their loved ones better understand special needs planning, October is National Special Needs Law Month!  Let’s celebrate by highlighting some news and trends in special needs care and planning.Read More

Trusts are technical legal instruments that require a keen eye and foresight on the part of the attorney drafting them. To avoid complications after setting up your trust, below are a few common mistakes to avoid when drafting trusts for minors.Read More

 As the federal estate tax exemption continues to rise – now at $5,450,000 per individual, double that for married couples – estate tax-oriented planning is relevant for fewer and fewer clients. As the legal industry shifts focus away from federal transfer tax, one of the new areas of concentration is planning for clients who are...Read More