by tom | Mar 16, 2026 | Estate Planning
Like many estate planning attorneys, we are seeing an increase in the number of current and new clients asking us if they need a Trust as part of their estate plan. The conversation usually goes like this: Client: “I think I need a Trust.” Me: “Why do you believe you...
by tom | Nov 3, 2025 | Estate Planning
As we have previously written, each year changes occur in the Federal Estate Tax Exemption and Gift Tax Exemption amounts. Effective January 1, 2026, the federal estate tax exemption is $15 million per individual. For married couples, the combined exemption amount is...
by tom | Oct 20, 2025 | Estate Planning
By Paralegal, Gloria Black As your favorite paralegal (and if I’m not yet, it’s only because we haven’t met), I’d like to share some practical advice. I’m Gloria, a paralegal with Maselli, Mills & Fornal, P.C., where I work with our Estate Planning &...
by tom | Sep 2, 2022 | Uncategorized
I am continually amazed when I learn of a celebrity who died without a Will. For example, most recently, actress Anne Heche is reported not to have a Will. Her 20-year old son is petitioning the court to serve as the administrator of her estate. Prince didn’t have a...
by tom | Aug 26, 2022 | Uncategorized
Title companies, brokers and lending institutions are being cautioned that scammers are increasingly targeting them by sending forged emails to their clients instructing that funds be wired to accounts controlled by the scammers. The forged emails originate from an...
