articles

Election or Not You Need a Plan
The Election Won't Change the Government's Plan for Your Family and Assets... You Need an Estate Plan!
As we round out another election season, it’s natural to focus on how government policies might affect our families and finances. However, as any experienced Olney estate planning lawyer will tell you, there’s a crucial aspect of your family’s...
Lessons from Prince
Lessons from Prince's Estate: Olney Trust Lawyer on Avoiding Family Drama When Planning Your Legacy
Even iconic artists like Prince can encounter estate planning challenges. As a devoted fan of many musical legends, I was surprised as an Olney trust lawyer to learn that Prince passed away without a trust or will. Sadly, the resulting legal battles within...
Understanding the New Inherited IRA Rules
Understanding the New Inherited IRA Rules: An Olney Estate Planning Lawyer's Perspective
Inheriting an IRA can be a significant financial event, and recent changes to the IRS rules make it crucial for beneficiaries to understand their obligations. Whether you’re in Olney or elsewhere, these new regulations could significantly impact...
What if I Cant Find Assets
Olney Probate Lawyer: What Happens If You Can't Find All Your Loved One's Assets?
When a loved one passes away, settling their estate can be a complex process, especially if you’re not familiar with their financial affairs. As an Olney probate lawyer, I often hear concerns from family members worried about missing assets or incomplete...
How an ILIT Can Help Protect Your Family
How an ILIT Can Help Protect Your Family's Wealth: Advice from an Olney Inheritance Lawyer
As an Olney inheritance lawyer, I often recommend Irrevocable Life Insurance Trusts (ILITs) to clients looking to protect their family’s wealth. Life insurance is a powerful estate planning tool, but without proper planning, it can become vulnerable...