Articles

Decoding Estate Planning Jargon: Portability - Attorneys love jargon. Clients definitely do not. This one page explanation demystifies what attorneys mean by "portability."

Estate Planning Basics - What are the basic documents in an estate plan? What should I be thinking about? This one-pager is a good start. Updated March, 2016.

When to Revisit an Estate Plan - An estate plan requires periodic review and revisions. Updated June, 2015.

Planning in Advance of the Deal - If you own an interest in an asset that is likely to jump in value over the short to medium term, consider your options and act early. Updated October, 2014.