Articles

Don't Forget Your Digital Assets
June 10, 2021
Foster Crain

Don't Forget Your Digital Assets

What are "digital assets" and how do you make sure they're part of your estate plan?

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The Family Meeting
June 9, 2021
Laurel Carbone Kern and Riley Carbone Kern

The Family Meeting

You've created an estate plan. Well done. Now it's time to communicate your plan effectively to everyone it will impact. How should you structure a family meeting to discuss your estate plan?

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Blockchain & Your Estate Plan
May 7, 2021
Riley Carbone Kern

Blockchain & Your Estate Plan

With an increasing number of clients who own blockchain assets, it is important to effectively integrate these assets into estate planning strategies and documents. If you have blockchain assets, here are some basic things that need to be part of your estate plan.

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Making Sense of SECURE
April 30, 2021
Riley Carbone Kern

Making Sense of SECURE

The IRS Publication 590-B raises questions about how the SECURE Act will work for most beneficiaries of inherited IRAs. The agency has stated the Publication was in error and has issued new instructions.

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Estate Planning for Business Owners: Can Your Trust Own Your S Corporation?
April 27, 2021
Foster Crain

Estate Planning for Business Owners: Can Your Trust Own Your S Corporation?

I have a trust and an S corporation. How can I make sure they work well together when I'm gone?

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The Win-Win Trust
April 16, 2021
Riley Carbone Kern

The Win-Win Trust

Use a Charitable Remainder Trust (a Win-Win Trust) to give generously and reduce your taxes.

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Step Up Steps Back
April 15, 2021

Step Up Steps Back

The STEP Act proposes significant changes in inheritance rules, possibly eliminating the step-up in basis and imposing capital gains taxes at the time of inheritance.

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Ctrl + Z: How to Modify an Irrevocable Trust
September 23, 2020
Riley Carbone Kern and Laurel Carbone Kern

Ctrl + Z: How to Modify an Irrevocable Trust

You've got an irrevocable trust, but circumstances have changed. Maybe family dynamics are radically different from when you created the trust. Maybe you want to change trustees. Maybe the law has changed in ways that mean you no longer need an irrevocable trust, or the trust as drafted won't accomplish your original purpose.

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Who's the New Guy?
September 21, 2020
Riley Carbone Kern

Who's the New Guy?

Most of the couples we work with share a concern that is often overlooked in estate planning. What happens when one spouse dies before the other? How can we be sure that the deceased spouse's assets remain available only for the surviving spouse and children?

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Do You Pass the Goat Test?
September 16, 2020
Riley Carbone Kern

Do You Pass the Goat Test?

One of the most overlooked provisions in living trusts and financial and medical powers of attorney is how to determine your incapacity. This is a crucial issue in anyone's estate plan, but it's usually ignored or treated like an afterthought.

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Revocable Trusts

Irrevocable Trusts and Asset Protection

Special Needs Planning

Probate & Estate
Administration

Last Will & Testament

Medicaid Asset Protection Planning

Guardianship for
Incapacitated Adults

Trust Administration

Business Succession

Veterans Aid &
Attendance Planning

Testimonals

Schedule Appointment

Irrevocable Trusts and Assets

Trust Administration

Business Succession

Medicaid Asset Protection Planning

Revocable Trusts

Probate & Estate Administration

Special Needs Planning

Last Will & Testament

Guardianship for Incapacitated Adults

Veterans Aid &
Attendance Planning