Gifting 101

For years people have tried to transfer wealth before death.  There are many reasons for doing so but often the main motivation was estate tax avoidance.  Now, with changes in tax law and very high exemptions, most people will not pay any estate tax upon death.  A more recent motivation has be... continue reading »

Tips for Zoning Permits

Before you build or even before you purchase the lot, if possible, confirm if any variances, conditional use permits or other zoning approvals are required.  If you fail to do that, you will be stuck applying for an after-the-fact variance or other approvals and it’s always easier to ask for p... continue reading »

What is a Trustee?

Have you ever been asked to be a trustee?  Or maybe no one asked you, but you were listed in someone’s estate documents as a trustee.  You now had to figure out exactly, what is a trustee and what do they do.

A trustee is a person or company that holds and administers property for the ... continue reading »

Legal Zoom

Years ago, people were stuck with lawyers when drafting a will or other common legal documents as they really had no alternative.  In the internet era, on the other hand, you can find a form for just about anything.  I’ve had many people bring in forms randomly found on the internet or paid f... continue reading »

Incapacity Planning

We all know we “should” do some planning for our future, but how many of us follow through with it. I’m talking about planning for someone to help you manage your financial assets and your health care decisions if you are unable to do it yourself.  If you’ve been diagnosed with cancer or... continue reading »