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Category: ESTATE PLANNING
Secure a Loved One’s Future With a Supplemental Needs Trust
Estate planning is more than just a legal requirement to prevent intestacy; it’s a way to…
How To Keep The Clients’ Kids In The Firm’s Family
You’ve heard “Use it or lose it.” Well, when it comes to you clients’ kids,…
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IRS Announces Gift and Estate Tax Increases for 2024
As 2024 approaches, a crucial update from the Internal Revenue Service (IRS) brings changes to the…
Bad Behavior Can Ruin A Good Plan!
My clients tire of me telling them this. Yet, too often it seems a well designed…
How Sensible and Relief-Oriented ARE the Federal Estate Tax Legislative Proposals?
While attending a meeting of the American Academy of Estate Planning Attorneys, one of the presenters…
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Legacy Planning In the Age of the Silver Tsunami
The phrase “Silver Tsunami” captures the significant increase of Baby Boomers entering their retirement years. While…
Can You Draw Up Your Own Will By Hand?
Since so many people go through life without any estate planning documents, some folks finally decide…