October - 2017

Estate Planning Isn’t Spooky! But not planning can be downright terrifying.

The idea of implementing an estate plan might be one of the scariest things you have to confront as an adult. But estate planning does not have to make chills run down your spine. On the contrary, estate planning is empowering for both you and your family and allows you to live confidently knowing that things will be taken care of in the event of your passing or incapacity. Remember, estate planning is not just for the ultra-rich. If you own anything or have young children, y

How Long Should You Keep Important Documents?

In a society dominated by paperwork, the question of how long to hold on to important documents has been baffling for most people. We especially worry about documents of a financial or personally identifying nature. People who worry about losing something important sometimes hoard everything; others who worry about things like identity theft are too quick to shred documents. Most of us, however, lie somewhere between these two extremes: Simply and utterly confused about what

Planning for the Future (Without a Crystal Ball)

Creating a will, trust, or any type of estate plan has always involved dealing with an uncertain future. Consider that just 20 years ago in 1997, the estate tax had an astonishing 55% rate with only a $600,000 exemption. Back then, tax-driven estate planning was a mathematical necessity for a large segment of the population. Fast forward to 2017. Not only do we now have a generous $5.49 million exemption and a lower 40% rate, we also have renewed emphasis and action from the

Michael Jackson’s Estate Pulled into Seemingly Endless Probate Court Battles

Safeguarding Your Estate Plan Against Three Worst-Case Scenarios

Preparing for Coronavirus: The #1 Legal Document Every Adult Needs to Have

Estate Planning Isn’t Spooky! But not planning can be downright terrifying.

How Long Should You Keep Important Documents?

Planning for the Future (Without a Crystal Ball)