October 17, 2018

National Estate Planning Awareness Week Blog Series – Post 3

More than half of all Americans lack essential estate planning documents (2017 Survey by Caring.com). If you don’t yet have your estate plan in order, now may be a great time to get started. National Estate Planning Awareness Week is October 15th...

August 17, 2016

IRS’s Proposed Regulations Heighten Need for Business Succession Planning in 2016

For many years owners of family-controlled businesses have been able to value transfers (during life by gift, sale or part sale/part gift, or at death) of business interests (e.g. stock in a corporation or membership interests in a limited liability company...

September 3, 2015

The Vacation Home LLC

A family vacation property is its own type of unique asset, and as such, it deserves its own structure for decision-making, succession, and managing transitions within a family. A well-conceived governance structure for a vacation property involves many...

May 13, 2015

Estate Planning for Mike and Carol Brady

The picture perfect second marriage for the couple was one of the prevailing themes of this successful sitcom. Mike, a successful architect, and Carol, a “stay at home Mom”- seemed have had it all figured out in the blended family scenario, and everyone...