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Top 5 Estate Planning Nightmares You Can Avoid with a Will

Asian American four generation family.

In the realm of estate planning, a common adage rings true: “Failing to plan is planning to fail.” As an experienced estate planning attorney, I’ve witnessed firsthand the turmoil and heartache that can ensue when individuals neglect the crucial step of…

How to Keep the Vacation Home in the Family

Vacation Home

Vacation property can become a family legacy. Keeping your cabin, fishing lodge, hunting property or other special assets separate for future generations is often a special goal for a family.

Ensuring Your Estate Plan is Current Before Traveling: A Step-by-Step Guide

Older couple on vacation point to the horizon.

Planning a trip can be exciting, but before you jet off, it’s essential to ensure that your estate plan is up-to-date. Life is unpredictable, and having a current estate plan provides peace of mind, knowing that your wishes will be honored if anything unexpected happens. Here’s a step-by-step guide to help you ensure your estate plan is current before traveling.

Affluent Parents Maximize Tax-Free Giving to Children

Affluent couple with grand daughter reading a book on the couch.

Affluent estate owners are opting to support their children and grandchildren financially during their lifetimes. We explore three strategies that can maximize tax-free giving to consider in your estate planning.

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