Ernie the attorney

04/05/2026

03/08/2026

02/16/2026

Happy Presidents Day

02/14/2026

01/14/2026

I’m in Orlando for the week at the 60th Annual Institute on Estate Planning. It’s amazing that thousands of professionals came from around the country to study estate planning and taxation, including attorneys, financial advisors, bankers, wealth managers, CPAs and trustees. It’s good to get out of the office and update my knowledge and skills. I need 30 hours every 3 years an an attorney and 80 hours every 2 years for the CPA since I am both.

12/04/2025

10/23/2025

An ILIT is an irrevocable life insurance trust. Generally used for estate tax planning. But it can be used for asset protection and managing the insurance proceeds upon the death of the insured.

10/07/2025

Probate is needed to distribute inherited assets to beneficiaries that did not pass outside of the probate process,

10/01/2025

With over 35 years of legal experience, we know the process and do not need to reinvent the wheel.