Many clients and potential clients ask about how to ensure that treasured family heirlooms, jewelry, artwork, antiques, or other cherished items, end up with the people they care about most. These items often carry sentimental value far beyond their monetary worth, and without proper planning, di...

When people come to my office to create a Will or Living Trust they often ask me if when they pass away whether or not their Beneficiaries will have to pay any taxes on their inheritance.  I also get this question frequently from Beneficiaries.  The answer to this question generally depends on th...