October 6, 2015 |
How Much Do Changing Laws Call For an Estate Plan Review?
While your documents might have been in order at the time you created them, shifting laws can change this can cause your well-thought-out plans to ...
Learn MoreHow Much Do Changing Laws Call For an Estate Plan Review?
While your documents might have been in order at the time you created them, shifting laws can change this can cause your well-thought-out plans to miss the mark. Having an ongoing relationship with an estate planning attorney is one of the best things you can do to avoid the challenges associated with the potential for law changes at the state or federal level.
One of the best steps you can take to ensure that your plan is line with current guidelines is to schedule a yearly meeting with your estate planning attorney. This is so that you can review not only whether any changes have happened at the state or federal level, but also so that you can discuss what has changed in your life and how this affects your planning.
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Blogs for Estate Planning
October 2, 2015 |
Is Estate Planning Fatigue Keeping You From an Important Task?
According to the CNBC Millionaire Study, up to one third of individuals with a minimum of $1 million in assets have not yet engaged a ...
Learn MoreOctober 1, 2015 |
Could This Unconventional Estate Planning Tip Help You?
We’ve long shared on this blog that estate planning is about more than having the proper paperwork in place. While it is definitely vital to ...
Learn MoreSeptember 30, 2015 |
Why Entertainers Need Advanced Planning
There is a myth out there that only the wealthiest of entertainers are in need of advanced estate planning strategies. This is not true, because ...
Learn MoreSeptember 29, 2015 |
How Can An Elder Law Attorney Be Good For My Health?
It’s common knowledge that people do better with their health when other aspects of their life are low on the stress scale. Even a perso ...
Learn MoreSeptember 28, 2015 |
Succession Planning and Boomers: Avoid Being Set Up to Fail
More than two-thirds of U.S. businesses are currently owned by someone aged 67 or older. This number is growing, too, as ten thousand people per ...
Learn MoreSeptember 25, 2015 |
How Living Trusts Help Avoid Probate
If you want your loved ones to have an easy experience with your estate after you pass away, one of the most popular methods of ...
Learn MoreSeptember 24, 2015 |
Buying Out a Parent’s Share in a Family Business
There are some situations where it simply makes sense for a child to buy out a share in the family business. The other option is ...
Learn MoreSeptember 23, 2015 |
Will My Estate Have to Pay Taxes: A Review of Exemptions/Deductions
While most estates will not owe federal estate or gift tax because of the fact that you can give away or leave much behind without ...
Learn MoreSeptember 22, 2015 |
How Financial Power of Attorney Works
If you are concerned about being able to manage your finances as a result of incapacitation or another challenge in the future, you might be ...
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