The U.S. Supreme Court issued a plethora of impactful decisions in its last term. One that might have flown under the radar had to do with estate taxes. Though topic of taxes does not normally make for engaging content, this just might be an exception. If you are a business owner (or are related to … Read more
It’s happened twice in my career so far: the deathbed will. In both instances, the situation was exceedingly sad – individual gets sick; realizes their estate plan isn’t up to date; and attempts to re-write their “will” (or write it the first time) by text message or by signed affidavit. In both cases, although the … Read more
Here are 3 quick tips to make your loved one’s estate plan execution process a little easier. It’s uncomfortable to discuss estate planning with your parents or other loved ones, but these simple tips will make administration of any estate much, much easier. Where is the Will\Trust\Etc?: This is pretty self-explanatory – but please discuss with mom … Read more