Recent Articles

spotlight on: Powers of Appointment

May 5, 2021

Part of the process of preparing your estate plan is becoming familiar with the nature of your assets.  As we tell clients – we do not need exact values but we need enough information to determine whether estate tax is an issue, for example.  Sometimes a client will tell us that they are a beneficiary […]

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spotlight on: Heggstad Petitions

April 5, 2021

Here is a predicament we see from time to time in our practice.  Elizabeth creates a revocable living trust and intends to fund it with her real property, bank accounts, brokerage accounts and other assets.  All of these assets are listed on a schedule at the back of Elizabeth’s trust.  Elizabeth also executes a general […]

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