Trustee Selection | Who Should I Select as Trustee of My Trust?
Trustee Selection We often are asked for advice regarding trustee selection. The trustee selection process is critical to ensure your trust and...Read More
Does the New Estate Tax Exemption Solve All My Estate’s Tax Problems?
By Matthew V. Piwowar – Unfortunately no, the New Estate Tax Exemption does not solve all of your estate’s tax problems. Not...Read More
I Am Not Wealthy, Should I have A Living Trust In My Estate Plan?
By Matthew V. Piwowar – The amount of your wealth or what assets you own are not the determining factors for deciding if...Read More
Why Do Business Owners Need Buy-Sell Agreements?
Succession Planning Tools – The Buy-Sell Agreement Many of our clients are business owners. Although these businesses tend to be successful, we...Read More
When My Parents Died We Did Not Go To Probate And There Were No Problems
By Matthew V. Piwowar This is a common urban legend. Everyone has a story like this about a friend or family member...Read More
Top 6 Living Trust & Probate Myths Your Friends (and your Attorney) Get Wrong
By Matthew V. Piwowar – Not a week goes by that I do not hear someone state one of these myths as...Read More
Ultimate Estate Planning Checklist
By Matthew V. Piwowar – Preparing a family Legacy Protection PlanTM involves more than simply deciding who gets your stuff when you...Read More
Does The Estate Tax Exemption Amount Solve All My Estate’s Tax Problems?
No, the Estate Tax Exemption does not solve all of your tax problems for your estate. – First, the estate tax (death...Read More