Keeping the Spouse in Mind

Below is a good article on how to deal with your spouse in your estate plan.  Specifically, it goes through how the baby boomers are getting ready to transfer an incredible amount of wealth.  In that transfer, a spouse is a key component of an estate plan...

Reversing a bad course

One of the worst cases in recent memory was overturned recently.  This case, known as Castellano in the estate planning bar arena, held that trust assets were available for the bankruptcy court.  This was despite some strong anti-alienation provisions within...

Estate Planning Mistakes by Farmers and Ranchers

Wealth management posted a great article on mistakes made by farmers and ranchers.  It goes into some good detail about the failures that come about when one doesn’t update their legacy plan (I’d add to that, when people don’t even plan at all)....

Digital Assets are a Part of Estate Planning

Digital assets are assets too You digital assets need to be taken care of as a part of your estate plan.  In a recent article by the Wall Street Journal (below) the author details the estate planning efforts that go into each unique client’s assets....