Insights · Charles B. Baumer, Inc.

Insights

Notes from the practice.

Occasional writing on estates, trusts, and the questions clients bring us.

Federal and state rules shift every year. A plan from 2018 may not reflect current law.

Not everyone does. Here is how to tell whether the cost is worth it for your situation.

The process is slower and more expensive than most people expect. Here is what to know.

Both structures have advantages. The right choice depends on the specific property.

The legal documents matter — but so does the family conversation that comes first.

Powers of attorney and advance directives are simple documents with enormous consequences.