An obituary can be much more than just a dry announcement of the time and location of your funeral or memorial service. It can be a way to share your life story, communicating information about significant events and people, as well as important values you would like to impart to others. You do not need […]
Change is inevitable. What happens when circumstances change and you have an irrevocable trust? Usually you have to resort to going to court to have a judge modify the irrevocable trust. However, if the trust includes a trust protector clause, the Trust Protector may be able to modify the trust without resorting to an expensive […]
Leaving Behind a Legacy: The Loss of Kobe Bryant On Sunday, January 26, 2020, the world was left mourning the unexpected deaths of Kobe Bryant and his 13-year-old daughter, Gianna, after they were announced to be among the 9 fatalities of a helicopter crash in Calabasas, California. Bryant is highly regarded as one of the […]
As a result of the recent COVID-19 pandemic, interest rates have continued to fall. This low interest rate environment can be leveraged by individuals to shift their wealth amongst beneficiaries and minimize tax hits on assets. Three estate planning techniques that can be particularly effective to reduce estate tax liability in a low interest rate […]
