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Getting Educated

Jun 14, 2022

There are overlapping considerations in (over)funding a 529 plan, which are vetted here.

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Estate Planning 101

May 24, 2022

Estate planning is often overlooked; this article does a nice job summarizing its importance.

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Listen to Your Art

Apr 12, 2022

Art collectors have unique planning issues to consider when it comes to transferring their art.  This article provides a good summary of what is involved.

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Art is in the Eye of the Beholder

Mar 15, 2022

Classic car collections pose special estate planning challenges in the nature of fine art; indeed some believe they are fine art.

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Are You Leaving Your Kids a Mess?

Dec 28, 2021

This insightful article explores the most difficult assets to leave behind.

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Where There’s a Will

Oct 5, 2021

In case anyone needs to be convinced, this article provides a good overview of some of the compelling reasons to have a current Last Will.

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