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.
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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 stories. And while Tiger King’s sordid tale of big cats, murder-for-hire, polygamy,...
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 stories. And while Tiger King’s sordid tale of big cats, murder-for-hire, polygamy,...
CORONAVIRUS: Impact to Your Wealth, Health and Happiness
We can help you prepare any necessary documents in our office, either to take precautions against Coronavirus or for any other reason.
The SECURE Act’s Impact on Estate and Retirement Planning—Part 2
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,...
Buyer Beware: The Hidden Dangers of DIY Estate Planning — Part 2
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.
Buyer Beware – DIY Estate Planning
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.