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If You Own Any of These Assets, You Need to
As we begin 2024, it is crucial to review estate planning goals and strategies that may be affected by changes…
Your Legacy: How Do You Want to Be Remembered?
As Thomas Campbell, physicist and the author of My Big TOE, once said, "To live in the hearts we leave…
The Countdown Begins: Will We Keep the $10 Million Exemption?
History of the Estate Tax Exemption The federal estate tax was first enacted in 1916 to generate revenue for the…
Top 3 Reasons You Need an Up-to-Date Estate Plan
Although we live in a world where information is easily accessible through the internet, there are still many misconceptions surrounding…
Three Types of Trusts to Plan for Minor Children and
There are certain reasons that establishing an estate plan can be of the utmost importance. Having minor children or grandchildren…
Have You Outgrown Your Estate Plan?
As estate planning attorneys, we work hard to set up estate plans that fit a client's needs and ensure that…
Balancing Act: What Matters Most to You?
When people begin getting their affairs in order through the creation of an estate plan, they often face a delicate…
Ladies, You Need a Plan
In 1987, Congress passed a law recognizing March as Women's History Month-a time to honor the contributions and achievements of…
Tax Season Is Just around the Corner
For everything there is a season, and it will soon be the season for taxes. Although it always seems to…
