As my readers are aware, all of us in the estate planning community have been following the mess that Congress created by not passing any sort of law to set the estate tax limits at Read More
Great food, family get-togethers, holiday cheer…estate planning?!? While it may seem like a less than ideal topic for a fireside chat, estate planning is critically important and the holidays can present a golden opportunity to Read More
A colleague of mine, Adrienne Carlson, forwarded me a link to her latest blog post, “The Ten Most Obscure Tax Deductions You Should Be Using this Year” and it’s worth the read: There are tax deductions out Read More
The final year of The 2001 Tax Act (EGTRRA 2001) is now upon us, and estate tax repeal, at least temporarily and unless reinstated retroactively, is upon us. Quite frankly, I never expected this to Read More
Knowing that your family and assets are protected and that your wishes will be honored…That’s true peace of mind.” Read our Note to New Clients.
Losing a loved one is hard enough without the added stress of settling an estate. Don’t take any action without calling us first. We’ll guide you through the legal process, ensuring that things are handled the right way.” Read Read More
If you have a child, parent or other loved one who is disabled or otherwise not able to care for themselves, special planning is the only way to ensure that they will be taken care of should something happen Read More
As we have been following, the federal estate tax is set to disappear in 2010. The push by Democrats to extend the current rate permanently failed to pass a short- term extension to override the Read More
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