New Developments Transform the Role Life Insurance Plays in Your Estate and Financial Planning A combination of new legislation and the recent change of leadership in Washington stands to dramatically increase the income taxes on your taxable investments and the...
4 Reasons Why You Cannot Afford to Go Without an Estate Plan October 19th-25th 2020, is National Estate Planning Awareness Week! If you’ve been thinking about creating an estate plan but still haven’t checked it off your to-do list, now is the perfect time to get it...
Start Planning Now to Prepare Your Estate for a Possible Democrat Sweep—Part 2 Regardless of how you plan to vote on November 3rd, you should start considering the potential legal, financial, and tax impacts a change of leadership might have on your family's planning....
In terms of financial, tax, and estate planning, the Democrats are promising radical changes to the tax landscape, which could seriously impact your planning priorities.
What the Netflix Series Tiger King Can Teach You About Estate Planning: Part 3 Anyone who has seen the Netflix documentary, Tiger King: Murder, Mayhem, and Madness, can attest that it is one of the most outlandish stories to come out in a year full of outlandish...
What the Netflix Series Tiger King Can Teach You About Estate Planning: Part 1 If you have seen the Netflix documentary, Tiger King: Murder, Mayhem, and Madness, you can attest that it is one of the most outlandish stories to come out in a year full of outlandish...
We can help you prepare any necessary documents in our office, either to take precautions against Coronavirus or for any other reason.
In the first part of this series, we discussed the potential ramifications the SECURE ACT has for your estate and retirement planning. Here, we’ll look more deeply into additional strategies you may want to consider in light of the new legislation. On January 1, 2020,...
We’ll ensure your plan is properly drafted and updated to include all of the protections in place to prevent your children from ever being placed in the care of strangers or anyone you’d never want to raise them.
If you’ve yet to create a plan, have DIY documents about which you aren’t sure, or have a plan created with another lawyer’s help that hasn’t been reviewed in more than a few years, meet with us as your Personal Family Lawyer®. We can ensure that your plan will work as intended if something should happen to you. Contact us today to learn more.
