If you’ve ever found yourself asking the above, we’ve found the root problem. After all, estate planning is not just a task for the elderly or the dying. Despite common misconceptions, an estate plan is not an end of life plan or something you prepare in old age....
Ask ten people on the street what the first step to building an estate plan is and I’ll bet my pinky finger that the majority will tell you to talk to a lawyer (or to ask Google) and the rest will hastily shuffle away, thinking you’re trying to sell them something....
Estate planning is a game of timing. Regulations change constantly meaning best practices are in continual flux. Ensuring you and your loved ones are well taken care of means treating your plan as an evolving document. With the passing of recent legislation and the...
With the election nearing, many are thinking about changes that may be on the horizon. We are always monitoring changes in the law that impact estate planning and, now especially, potential changes in the federal estate and gift tax exemption. The current exclusion...
As we navigate through the COVID pandemic, the importance of estate planning for all individuals is more clear than ever. For people with children, estate planning is usually pretty straightforward – leave everything to the children in equal shares. Sometimes...
Recent Comments