Newsletter Category: Client Focused Newsletter
No Clawbacks Allowed: What Does This Mean for You and How to Take Advantage of This Gift
The 2017 Tax Cuts and Jobs Act doubled the gift and estate tax exclusion amount—i.e., the amount that can either be excluded…
Millennials, You Need an Estate Plan Too
As millennials (born 1981 to 1996), you are well known for your distinctiveness as a group. Your generation has followed paths and…
Caregivers, You’re Not Planning Just for Yourself
As a caregiver, you spend much of your time, money, and energy taking care of the needs of others. Those who have…
Steps to Take When a Loved One Dies
As your estate planning attorneys, we are here to help you when your family member or loved one dies. If you are…
Estate Planning Awareness Week: Having a Conversation with Your Family About Their Estate Plan
In 2008, Congress recognized the need for the public to understand the importance and benefits of estate planning by passing House Resolution…
Important Considerations for Beneficiary Designations of Life Insurance Policies
Life insurance is often one of the most important parts of an estate plan. People usually purchase life insurance to prevent their…
When Is It Critical to Review Your Estate Plan, and Why?
Just like other important life tasks, your estate plan deserves your time and attention. It’s important that you work with us to…
Niche Trusts: As Unique as You Are
You’re not a carbon copy of your neighbor. Likewise, your estate plan shouldn’t be a carbon copy of theirs. A qualified estate planning…
Your Vacation Checklist
You’ve packed sunblock and a beach novel. You’ve planned your itinerary and bought plane tickets. But have you ensured that your estate…
Want a Greater Sense of Purpose? Plan Your Legacy
When you think about the legacy you’ll leave, what comes to mind? Perhaps it’s security for your family or a positive contribution…
