March 31, 2020
ASK TOM: What is the SECURE Act?
The SECURE Act was signed into law on December 20, 2019, and significantly changes estate…
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May 28, 2019
ASK TOM: Estate Planning Seems Like a Complicated Task. How do I Start?
This is a common question that our clients ask. Starting to plan your estate can…
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April 29, 2019
ASK TOM: How Will my Divorce Affect my Estate Planning?
No matter the reason for divorce it is always emotionally taxing and comes with a…
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March 26, 2019
Ask Tom: Is Estate Planning Just for the Financially Wealthy or the Long-lived?
Death is a topic that is pushed to the back of our minds unless forced…
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February 14, 2019
Ask Tom: What Law Changes Require me to Update my Estate Plan?
Estate planning is an ongoing process that needs to evolve with you as your family…
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May 31, 2018
ASK TOM: To Give or Not to Give Big Gifts?
A Time to Give: If one spouse has a catastrophic illness or is trending in…
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March 15, 2018
Ask Tom: What are the advantages and disadvantages of a pot trust?
What is a pot trust? A pot trust is a trust for children, who are…
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August 21, 2017
What Will 2017 Bring to Seniors and Persons with Disabilities?
Donald Trump’s election and Republican majorities in both houses of Congress surprised much of the…
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April 20, 2017
ASK TOM: Do I Really Need a Lawyer For Estate Planning?
In a culture of Do-It-Yourself, does it make sense to retain an attorney to complete…
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February 13, 2017
When Should Your Estate Planning Documents Be Reviewed By An Attorney?
Although a comprehensive estate plan should not require frequent extensive review, we recommend that a…
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