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Member Articles


Understanding Your Title Insurance Commitment: Essential Tips for Buyers and Sellers

A title insurance commitment (a “Commitment”) can be complicated to understand, but it contains vital information that any party involved in a real estate transaction should carefully review. This article provides a ...

Cultural and Religious Considerations in Estate Planning

As the demographics of the United States shift and evolve, engaging in culturally competent estate planning becomes increasingly important. To act with cultural competence is to be mindful of clients’ unique cultural v ...

Harmonizing Closely-Held Business Succession and Personal Planning

Or… Learn to Stop Worrying and Love the Bomb  If you recognize that parenthetical tagline, you are likely part of the baby boomer generation, like me, and already familiar with worrying about things we have no contro ...

How Lifetime Discretionary Trusts Can Protect Your Assets

The ever-changing economic spectrum muddies the transparency of future economics, decisions, and overall lifestyles. With the ever-changing political landscape, we have seen adjustments to federal estate taxes and accept ...

Empowering Your Fiduciary: A Roadmap for Effective Estate Oversight

Compiling a roster of professional contacts, including your attorney, accountant, insurance advisor, and investment consultant, serves as a valuable resource for your surviving family members. This comprehensive list not ...

Economic Realities Test: A Deep Dive into Employee vs. Independent Contractor

How does a business owner determine whether they’ve hired an independent contractor or an employee? The answer to this question is complex and often subject to substantial misinformation. It doesn’t help that the Dep ...

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