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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....

3 Tips for Overwhelmed Executors

Posted on: November 5th, 2016
While it is an honor to be named as an executor of a will or estate, it can also be a sobering and daunting responsibility. Being a personal representative requires a high level of organization, foresight, and attention to detail to meet all responsibilities and ensure that all beneficiaries receive the assets to which they are entitled....

When do my children need to get their own estate plan?

Posted on: October 25th, 2016
Everyone is surprised when we answer this question. Even an 18-year-old high school senior needs her own estate plan. Once a child attains the age of 18, she is legally an adult and must make her own health care, financial, and legal decisions. Without legal documentation, parents are powerless to act on behalf of their adult children....
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