Is There an Income Tax Time Bomb Lurking in Your Estate Plan?

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29th Sep 2016

As the federal estate tax exemption has ballooned from $1.5 million eleven years ago to $5.45 million today, the need for estate tax planning has drastically decreased. Instead, higher income tax rates that were ushered in under the American Taxpayer … more

What To Do When a Disability Throws Your Estate Plan Into Chaos

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9th Sep 2016

As poet Robert Burns mused centuries ago, “The best-laid plans of mice and men often go awry.” Despite thoughtful effort and a concerted strategy, you cannot prepare for every emergency. A car accident, sudden illness, workplace injury or chronic medical … more

What These 4 Famous Estate Planning Debacles Can Tell You About Proper Planning

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5th Aug 2016

Are you failing your family the way these 4 celebrities failed theirs? These four celebrity estate planning fiascos offer lessons about how to handle your own planning and legacies. 1. Pablo Picasso – The great Dada artist died in 1973 … more

Your Cyber Legacy: 3 Tips for Your Digital Assets

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There’s an entire category of commonly-overlooked legacy to consider – digital assets. Don’t worry if you didn’t consider these assets when made your will or trust – it’s surprisingly common and, luckily, easy to correct. What are digital assets? They … more