2016 Year-End Trusts and Estates Update

There are recent developments affecting trust and estate planning that may be of interest. Delay in regulations restricting valuation discounts. The IRS has proposed to prohibit the use of certain discounts when valuing interests in family-controlled properties and interests.  Recently, the IRS delayed the final regulations.  This estate-planning tool remains available for the time being. [...]

2016 Year-End Trusts and Estates Update2016-12-31T22:44:56+00:00

Just Married? 3 Ways to Structure Your Will to Protect Your Loved Ones

Congratulations on your new marriage! The wedding day you thought would never arrive has come and gone and that honeymoon tan is wearing off; it’s time to get down to business (and no, I’m not talking about getting out those “thank you” cards).  Now is the perfect time to put a few estate planning items [...]

Just Married? 3 Ways to Structure Your Will to Protect Your Loved Ones2016-12-14T16:44:46+00:00

10 Tips for Family Caregivers

By Presidential Proclamation, November is National Caregivers Month, a time when “we reaffirm our support for those who give of themselves to be there for their family, friends, and neighbors in challenging times,” a time to “lift up those who work to tirelessly advance the health and wellness of those they love.” During this time, [...]

10 Tips for Family Caregivers2016-11-21T19:21:14+00:00

A Brief History of the Last Will and Testament

Throughout history there have been pivotal individuals responsible for great change and advancement in our society.  The development of our current law is no exception.  We owe much of our ability to choose how we want our property distributed when we pass to a man named Solon.  Here I want to briefly trace the history of the [...]

A Brief History of the Last Will and Testament2019-01-08T04:58:17+00:00

The Essentials of Estate Planning

Estate Planning Who needs an estate plan? That’s easy to answer: all adults need an estate plan.  An overlooked wonder of our laws is that they allow any person to leave his or her hard-earned assets to pretty much whomever and however one wishes to do.  The puzzle is that more people [...]

The Essentials of Estate Planning2018-11-28T04:53:39+00:00
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