News & Resources

When it comes to protecting your wealth, there’s a hard truth that often gets lost in the sales pitch: there is no such thing as guaranteed, fool-proof asset protection. Unless you’re prepared to move your assets to...

When it comes to retirement accounts and estate planning, trusts can play a major role in how funds are managed, distributed, and taxed. But not all trusts are treated the same—especially when they’re named as...

A Qualified Domestic Trust, or “QDOT” is a Trust specifically authorized by statute to defer estate taxes for non-citizen spouses, but not every non-citizen spouse needs a QDOT. Basically, every citizen and...

Who Does the Estate Attorney Represent? When a loved on passes away, managing the estate can be a complicated process involving lots of legalities.  Many estates hire an attorney to help with probate, administration, and to

I recently was asked by a sole executor-heir when they can assume the mortgage on their childhood home. The client wanted to know if they could assume the mortgage already or if they had to wait for probate to close. The...