Tax Strategies and Implications When Settling a Trust or Estate Dispute.

John Hartog explains Common Estate Planning Mistakes & How to Avoid Them

The impact of the COVID-19 pandemic on the firm’s clients and work.

If one becomes incapacitated and does not have the right legal documents in place, no one can legally make health care and financial decisions for that person. What can you do to avoid this scenario?

Trustees should anticipate that beneficiaries’ inquiries and demands will intensify.

Is this a good time to update your estate plan? Any time is a good time for review, and an unanticipated consequence of Sheltering in Place may be that individuals will do so.