What is “pandemic estate planning”? It is our phone ringing and online requests for consultations about creating or updating estate plans or just clients want
As Benjamin Franklin famously quipped, the only two certainties in life are death and taxes. In recent years, the federal estate tax exemption has been
Gifting can get you in trouble without proper planning. The week of Thanksgiving marked the start of the holiday season. Advent services began yesterday (Sunday)
Joint accounts can prove helpful or problematic. Estate planning can feel daunting. If you are a private person, the public nature of probate may be
Any visitor to my conference room is immediately struck by large portraits of two of my favorite men of all time: Abraham Lincoln and George
Stretching an IRA is challenging but not impossible. Not too long ago, your estate plan likely included a Stretch IRA. This allowed your retirement funds
A trust does little good without trust funding. You secured the services of an experienced estate planning attorney to create a trust. Perhaps you wanted
Knowing estate planning terms is a helpful start to preparing for your future. You are many things. You are talented. You are kind. You are
Special needs planning goes beyond basic estate planning. You have a loved one with special needs. As you consider taking the steps to create an
A mortgage does not disappear when the home owner dies. You recently inherited from the estate of your parents. This inheritance included the family home.
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