Estate planning is an investment in your future and your family’s security. Unfortunately, there are no easy solutions – careful planning and frequent reviews are the keys to a solid estate plan. A one-size-fits-all estate plan that you create and then forget about is bound to cause frustration at the […]
Use It or Lose It? Gifting Considerations Before the November Election
Wed Sep 2, 2020 | Estate Planning | Share
Estate Planning, Regardless of Net Worth Although the primary audience for this article is high net worth individuals (individuals whose assets are in excess of the estate/gift tax exemption amount) who may take advantage of sophisticated gifting strategies, estate planning is not just for the ultra-wealthy. Estate planning encompasses a wide […]
What Happens if You Die Without an Estate Plan?
Mon Aug 31, 2020 | Estate Planning | Share
One of the principal benefits of having an estate plan is peace of mind. Your estate plan is how you will continue to provide for your family as you approach your later years and even after you are gone. Understandably, it’s something that many people simply don’t want to think […]
The Advantages of Hiring an Estate Lawyer
Tue Aug 25, 2020 | Trusts | Share
Many people question whether it’s worth the time and money to hire an attorney to help them with their estate planning in today’s age of information. Because of their low cost, online forms are extremely attractive, and the assumption is that they must be valid if they are being offered […]