One of the most overlooked (and therefore penalized) filings required as part of some probate or trust administrations is the Statement of Change in Control and Ownership of Legal Entities (Form BOE-100-B).  A person must file a BOE-100-B within 90 days of a transfer...

Much of estate planning has to do with the way a person’s assets will be distributed upon their death. But that’s only the tip of the iceberg. From smart incapacity planning to diligent probate avoidance, there is a lot that goes into crafting a comprehensive estate...

Substance addiction is by no means rare, impacting as many as one in seven Americans. Because of its prevalence, navigating a loved one’s addiction is actually a relatively common topic in everyday life. But you should also consider it when working on your estate...

Parents who develop an estate plan often do so to provide for their heirs financially. Many want to make sure hard-earned assets, family heirlooms, or closely held businesses stay within the family. Indeed, a common question is what cost-effective options are...

When considering how to leave assets to adult children, the first step is to decide how much each one should receive. Most parents want to treat their children fairly, but this doesn't necessarily mean they should receive equal shares of your estate. For example, it...

People often wonder what makes successful people successful. Well, one of the traits that most very successful people have is the ability to make and execute a plan of action while also staying flexible enough to adjust when the time comes. In our personal lives, just...

Estate Planning for People Living Together, Bachelors, and Bachelorettes Approximately half of America’s population over the age of 21 is unmarried. While much of the discussion involving estate planning focuses on married couples, this topic is just as important for...

Cryptocurrencies have been making headlines as of late, with more and more investors wanting in on this digital currency. Cryptocurrencies are attractive because they are unregulated, decentralized, and anonymous. While secrecy is useful in some areas of life, when it...

Year 2020 definitely brought a lot of changes in all of our lives. As we enter Spring of 2021 and annual spring cleaning, we cannot neglect a quick look at our Estate Plans.  As you look back on 2020, what changes need to be reflected in your estate plan? Have you...

Estate planning is often one item that gets pushed back on nearly everyone’s to-do list. The reasons you might be delaying vary: lack of time, not thinking you have enough assets, not knowing how to start, or fear of contemplating death. Whatever the reason for not...