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Family Business Succession

Why Use a Trust in Estate Planning?

Has it been awhile since you reviewed your estate planning strategy? If so, it may require some updating, based on recent changes to laws impacting your tax and retirement planning.

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Will contest

Will a No-Contest Clause Protect Your Estate from Squabbling Kids?

We may enjoy watching courtroom drama in movies, TV and on stage, but when it comes to our own lives, most people will do just about anything to avoid an estate battle. A “No Contest” provision is an attempt to preclude this and to give anyone who might be thinking about an estate battle a…

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