When Is It Time For An Estate Plan Update? 
When Is It Time For An Estate Plan Update? Clients often ask me, Peter When Is It Time For An…
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Charitable Remainder Trusts: How To Help Others and Get A Break On Your Taxes In The Process
Charitable Remainder Trusts A Charitable Remainder Trust—also known as a “CRT”—is an irrevocable trust created under the authority of Internal Revenue Code…
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Joint Revocable Living Trust
What is a joint revocable living trust? A joint revocable living trust is a single trust created by a husband…
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Tips For Selecting A Guardian For Your Child
If you have minor children, perhaps the most important component of your estate plan has nothing to do with your…
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What is a Last Will & Testament?
A will, sometimes referred to as—a Last Will and Testament—is a legal document that declares how an estate or property will…
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Planning for Incapacity as an Integral Part of Your Broader Estate Plan.
It is difficult to think about, but critical to address, estate planning, is something that all Americans need to do…
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Guardianships for the Elderly in the District of Columbia
What is a guardian? A guardian is a person appointed by the local court to make health care decisions for…
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What is a Living Revocable Trust?
A living revocable trust is a trust created during the lifetime of the grantor. Under this instrument, the grantor acts…
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What Is A Testamentary Trust?
A testamentary trust is a trust created within a will that does not come into existence until after the individual…
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Guardianship: Caring for An Aging Loved One
Many of us are faced with the difficult realizations and decisions that come with seeing our parents and loved one’s…
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