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Thinking about leaving your wealth behind? Well, think again!

With Joe Biden as president and the Democrats in control of both chambers of Congress, we should expect changes coming to the federal tax law. President Biden has promised a […]

The Executor’s Role

If you have been named as an executor (or if you are choosing your own executor) it is important to understand the duties and responsibilities of this role. Today’s blog […]

A Fiduciary Roadmap

If you are like most people, your life is complicated. There are a lot of moving parts, a lot of puzzle pieces. If you sometimes find it challenging to manage […]

The Pros and Cons of Lifetime Gifts

In my last post, I alerted you to the fact that the federal gift and estate tax exemptions — now at a record high of $11.58 million per individual for […]

Planning with the Increased Exemption Amounts, While they Last…

The federal gift, estate, and generation-skipping transfer (“GST”) tax exemptions are currently at an all-time high of $11.58 million per individual for 2020 ($23.16 million for a married couple).   However, […]

Estate Planning and Divorce

If you’re going through a divorce, you probably feel overwhelmed. Not only is it a difficult time emotionally, but there are a lot of legal and financial decisions you have […]

Five Good Reasons to Turn Down an Inheritance

A loved one has just left you a bequest—but should you accept it?  You are now in the unique position of doing what is called “post mortem” planning. If you […]

Because of COVID-19, College-aged Children Need a Basic Estate Plan

If your child recently graduated from high school and is now in college, consider providing a few estate planning documents that he or she may need at this stage of […]

Protect your Will from Legal Challenges, Family Disputes

You’ve probably seen it in the movies or on TV: A close-knit family gathers to find out what’s contained in the will of a wealthy patriarch or matriarch. When the […]