6 Important Estate Planning Considerations – Part 1: Incapacity

One of the most important considerations in an estate plan is incapacity planning. This article describes how an estate plan

How Are Trusts Taxed?

February 1, 2018 / Yvonne Novak

Trusts are useful vehicles both during life and after death. This article examines how trusts are income taxed. Grantor trusts

January 31, 2018 / Yvonne Novak

IRAs are complex assets to handle in an estate plan. There are tax issues during life and after death. Read

September 1, 2017 / Yvonne Novak

An estate planning attorney assists throughout the client’s life. This blog examines the role of the estate planning attorney at