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WHAT IS THE BEST ESTATE PLAN? YOU GET TO DECIDE!
WHAT IS THE BEST ESTATE PLAN? YOU GET TO DECIDE!

I commonly get the question from clients: “What is the best estate plan?” While it’s a very simple question, the answer is not so simple. To be completely honest, there really isn’t a “perfect” estate plan for everyone. Plan choices will vary depending on someone’s goals, ...

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Newsletter

  • DSUE Issues (The Promise and Pain of Portability)

    For years now, a surviving spouse has had the ability to claim the unused Estate Tax credit left behind by a deceased spouse. This credit is called a ...

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  • Attorney-Client Privilege

    “Do we have attorney-client privilege?” is a question that is asked of lawyers, routinely, within the first 5 minutes of meeting a new, potential ...

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  • Not Your Keys, Not Your Crypto – Estate Planning and Cryptocurrencies

    Until recently, cryptocurrencies were seen as speculative investments and relegated to niche investors with a penchant for devouring whitepapers. ...

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  • 2021 Taxes, What Can We Expect?

    “In this world nothing can be said to be certain, except death and taxes.” The famous words of Ben Franklin in his letter to Jean-Baptiste Le Roy in ...

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  • Updating Your Estate Plan after the Death of a Loved One

    We have all suffered through an incredibly difficult year. In the wake of the CoViD-19 pandemic, many of our clients have felt the sting of losing a ...

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  • Where do we go from here?

    The word ‘unprecedented’ is used routinely now. 2020 and the beginning of 2021 has not been business as usual in just about every respect. However, ...

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  • 2020 Wrap Up

    Every year we use our year-end newsletter for a brief moment of reflection on the passing year with an eye towards the future however, as we are all ...

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  • Are Changes To Our Taxes On The Horizon?

    Election day has now come and gone and it was certainly an election like none that I can remember. Then again why shouldn’t the presidential election ...

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  • Deciphering Deeds

    Deeds and titles may seem confusing or somewhat boring at first glance. Finding the key words and phrases in a sea of text is difficult; however, with ...

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