The drive to plan: Getting our estates on their feet!

The drive to plan: Getting our estates on their feet!

Assembling an estate and legacy plan can be one of the most satisfying and calming feelings in the world. The first step is convincing ourselves we need a plan sooner rather than later. This is our way to plan for the unexpected and be confident that there is some...
Should my estate attorney understand taxes?

Should my estate attorney understand taxes?

Quick answer: Absolutely!  Are all estate attorneys familiar with the tax code and the impacts of estate plans? No.  If an estate attorney does not understand taxes and the tax consequences of an estate plan, they’re only covering half their bases. ...
What can I do to start my estate plan?  What is step one?

What can I do to start my estate plan? What is step one?

If you are already thinking about an estate plan, you have overcome the first hurdle.  Taking on an estate plan is an intimidating and time-consuming thing.  It is, without a doubt, worth the hassle.  With the proper guidance, the process is relatively...
Why Should I Create an Estate Plan?

Why Should I Create an Estate Plan?

Do I need an Estate Plan? Always a good question, what is the purpose of an estate plan?  Why should you care about what happens after you’re gone?  Won’t it be someone else’s problem?  Well, you may want to care as long as you care about your legacy...