The United States Tax Court recently issued a decision that estate planners and taxpayers alike…
Rachel Barlow10.07.25
It is important to carefully select a fiduciary when structuring your estate plan. A fiduciary…
Rachel Barlow05.05.25
Practical Advice for Fiduciaries Serving as an Agent Under a Durable Power of Attorney or…
Rachel Barlow03.03.25
The federal gift and estate tax exemptions, along with annual exclusion amounts, are key considerations…
Rachel Barlow01.09.25
An essential part of any estate plan is ensuring that your assets are transferred to…
Marguerite Mills09.09.24
College Prep Checklist: Don’t forget advance directives for your adult child It’s that time of…
Marguerite Mills09.03.24
In the hustle and bustle of everyday life, it's easy to overlook estate planning. However,…
The Diamond Law Firm08.07.24
Beginning in 2024, recent legislation (known as SECURE Act 2.0) will allow the beneficiary of…
Rachel Barlow10.23.23
Some duos were just made for each other – Simon and Garfunkel, Batman and Robin,…
Rachel Barlow08.25.23
