By Matthew V. Piwowar – Sadly, the probate courts, tax courts, and bankruptcy courts are full of the loved ones of individuals who thought they could do their own estate plan. Many more families who...Read More
Trustee Selection We often are asked for advice regarding trustee selection. The trustee selection process is critical to ensure your trust and estate plan work the way you intend. Of course every situation is different,...Read More
By Matthew V. Piwowar – Unfortunately no, the New Estate Tax Exemption does not solve all of your estate’s tax problems. Not only does the new tax law not solve all of your estate’s various...Read More
By Matthew V. Piwowar – The amount of your wealth or what assets you own are not the determining factors for deciding if you need a living trust. When so-called financial or legal experts say you...Read More
Succession Planning Tools – The Buy-Sell Agreement Many of our clients are business owners. Although these businesses tend to be successful, we have found that many of the owners do not have clearly defined succession...Read More
By Matthew V. Piwowar This is a common urban legend. Everyone has a story like this about a friend or family member who did not go to probate when their parents died and they “got...Read More
By Matthew V. Piwowar – Not a week goes by that I do not hear someone state one of these myths as if it were a fact. Often exclaiming their family attorney or CPA as...Read More
By limiting our practice areas, we are able to provide our clients with more in-depth services, and more options than the general practitioner attorney. By limiting the number of new clients and financial advisors we accept each year, we ensure that we spend enough time with each client so they understand their estate plan and feel comfortable using it.