Bar Exam Toolbox Podcast Episode 337: Listen and Learn -- Will Revocation
Bar Exam Toolbox Podcast Episode 336: Listen and Learn -- Will Formation and Execution
Preserving Culture and Building Legacy with Genice Lee
Balancing Your Estate for Harmony
Embracing Family Through Adoption with Michele Katz
The Hangover: GST Tax Issues, Asset Protection, Income Tax Residency vs. Domicile, and Other Safeguards
Building Legacy Through Conversation with Jason Brown
Navigating Women's Health with Rachel Welch
Bar Exam Toolbox Podcast Episode 326: Listen and Learn -- Intestate Distribution (Wills and Trusts)
The Journey to Better Healthcare with Ben Kruger
College Financial Planning with Jack Wang
The Impact of One Big Beautiful Bill on Estate Planning
Piloting Compassion in Caregiving with Jonathan Knaul
Empowerment Through Hero Generation with Nicole a`Beckett and Dr. Shruti Roy
Choosing a Trustee: Navigating the Complexities and Key Considerations
Taking the Pulse, A Health Care and Life Sciences Video Podcast | Episode 242: Business Planning in Healthcare & Life Sciences with Jennifer McEwen of Maynard Nexsen
Insights on Planned Giving From the BNY Annual Charitable Giving Report for 2024
Love Actually: Planning Considerations for Marriage, Divorce, Cohabitation, the Death of a Spouse, and More
CareYaya: A Revolutionary Approach to Elder Care
Mamma Mia!: Common Estate Planning Issues for Blended Families
What This Means for Your Current Will, Revocable Trust and Estate Plan - The federal estate and gift tax regimes have been unified since the passage of The American Taxpayer Relief Act of 2012. The Tax Cuts and Jobs Act of...more
The December 2025 Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 4.6%, the same as in November. The December applicable federal rate (“AFR”) for use with a sale to a defective...more
The Virginia Court of Appeals recently ruled that a lawsuit seeking to remove a trustee does not trigger a no contest clause. This decision is both valuable and timely, as it clarifies what many attorneys in Virginia have...more
A recap of some of the most widely read updates and analysis covering the Trump administration's One Big Beautiful Bill Act (OBBBA) as published on JD Supra throughout 2025...more
Although blended families are common, they often encounter unique complexities after the death of a loved one. Assets may be left outright to a surviving spouse, who may then change the terms of the estate plan. Careful...more
The beginning of 2025 marked an uncertain year for estate tax planning purposes. With the estate tax exemptions set forth by the 2017 Tax Cuts and Jobs Act scheduled to expire at the conclusion of the year, there was much...more
Landing a portfolio manager role at a top multi-strategy hedge fund can be a career-defining moment. It can also catapult your personal net worth into the stratosphere overnight. Rapid wealth creation comes with a new...more
As the holiday season approaches, families gather to reconnect, reflect, and prepare for the year ahead. For many households, it is one of the few times when adult children, aging parents, and extended family members are all...more
When a person manipulates someone into changing their will, what’s a family member who finds themselves cut out of an inheritance to do?...more
Assume fraudulent representations by the owner of a residence with multiple hidden material defects that the defects were non-existent induce Jones to purchase residence. Call that residence the “old residence.” The unjustly...more
Welcome back to the Bar Exam Toolbox podcast! In this episode, we explain the ways in which a validly executed will can be revoked (by a subsequent document, by a physical act, and by operation of law), and analyze examples...more
The future is not an easy topic to discuss but a necessary one to ensure that your wishes are carried out. As the saying goes, there are two certainties in life: death and taxes. Unfortunately, if you live in Massachusetts...more
My son got married recently and shortly before the wedding, a non-lawyer friend asked me if my son and his now wife had a prenuptial agreement, that I prepared, of course. My answer was no, because I didn’t see how two...more
According to the United State Census Bureau’s 2022 Annual Business Survey, over half of the business owners in the United States are 55 years of age or older. In Ohio, this percentage is even higher, with 56.2% of businesses...more
Often, people with long-term medical or cognitive conditions that limit their ability to manage their daily care need in-home assistance. Since home care typically costs between $25 and $35 an hour, without long-term care...more
As 2025 draws to a close, there are several areas in which high-net-worth taxpayers should be focusing their attention to maximize tax savings for the year and plan for changes to tax law in the year ahead. Use Qualified...more
If you’re reading this post, you survived the Thanksgiving holiday – hopefully, without much family drama. Then again, there may have been moments, inspired by an overload of obligatory togetherness, that caused you to think...more
The One Big Beautiful Bill Act ("OBBBA") brings major changes to federal charitable deduction rules beginning January 1, 2026. These changes reduce the tax value of charitable giving for many high-income individuals and...more
A bite-sized summary of recent UK pension news - Welcome to our latest update, in which we cover: Autumn Statement and HMRC publications: issues relevant to pensions - Recent publications by HMRC with further detail on Budget...more
Constructive trust claims regularly arise in trusts and estates litigation. Based upon a recent decision that Suffolk County Surrogate Vincent J. Messina, Jr. issued, in which the Surrogate found that a constructive trust...more
If you are married, regardless of where you live, you should consider adding a valuable tool to your estate plan: a South Dakota Special Spousal Trust, also known as a Community Property Trust (CPT). A CPT can help couples...more
When an estate owns rental property, the Personal Representative must strike a careful balance between the statutory obligations landlords owe to tenants and the fiduciary duties owed to the estate’s beneficiaries. While...more
Welcome back to the Bar Exam Toolbox podcast! In this episode, we explain the five requirements for a valid will, and analyze two hypotheticals to illustrate how courts determine validity. In this episode, we discuss: >The...more
The Budget Statement includes the following announcements relevant to pensions. Salary sacrifice - As had been widely anticipated, the National Insurance contributions (NICs) benefit of paying employee pension contributions...more
In this episode of The Sandwich Generation Survival Guide, host Candace Dellacona welcomes Genice Lee from Harvest Estate and Appraisals. They discuss the importance of legacy, the role of passion assets in preserving family...more