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Stress Test Your Estate Plan

Posted on: December 21st, 2016
So you've done the hard work of establishing an estate plan. Good on you, as they say across the Pond. However, you still have serious work to do to ensure that the strategy you've selected will maximize your peace of mind and protect your legacy....

You’ll Be Surprised: When Is The Best Time To Plan Your Estate?

Posted on: December 9th, 2016
Some people start thinking of getting a will in place when children arrive on the scene so guardians are named. Most people start thinking about planning their estates when they reach retirement age. However, you might be surprised, even shocked, to know that the best time to plan your estate is at age 18. The second best time to plan your estate is right now....

Hurry! Starting January 1, 2017 - the New IRS Regulations Might Raise Taxes on Your Family’s Inheritance

Posted on: December 9th, 2016
The IRS recently released proposed regulations which effectively end valuation discounts that have been relied upon for over 20 years. If the IRS’s current timetable holds, these regulations may become final as early as January 1, 2017. Although that date isn’t set in stone, I expect that the regulations will be final around that time or shortly thereafter...

What To Do After a Loved One Dies

Posted on: November 23rd, 2016
If you've been appointed an executor of a loved one's estate or a successor trustee, and that person dies, your grief – not to mention your to-do list, including tasks ranging from planning the funeral, coordinating relatives coming in from out of town and (eventually) meeting with a trust administration or probate lawyer – can be quite overwhelming. First and foremost, take care of yourself during this emotional time....

How do I balance the interests of my children and my spouse from a second marriage?

Posted on: November 12th, 2016
We’ll help you set up a loving estate plan that protects and provides for whomever you’d like - often that’s children and, sometimes, a second or third spouse. ...

What is estate planning?

Posted on: November 9th, 2016
It may surprise you to know that estate planning has very little to do with money or legal documents. Estate planning is really about creating your legacy: protecting and providing for you, your loved ones, and your property; staying in control; and offering guidance....
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