With the election nearing, many are thinking about changes that may be on the horizon. Â We are always monitoring changes in the law that impact estate planning and, now especially, potential changes in the federal estate and gift tax exemption. The current exclusion...
As we navigate through the COVID pandemic, the importance of estate planning for all individuals is more clear than ever.  For people with children, estate planning is usually pretty straightforward – leave everything to the children in equal shares. Sometimes...
Over the past several months, my team has done a great job of keeping pace as news and needs change. Â Often, they go above and beyond to bring you the best service possible. Â I would like to take a moment to introduce you to the support team that is running the show...
​Have you ever wondered what would happen if you needed to make a small revision to your Estate Planning documents, like changing the person you would like named as your Executor?  Do you occasionally think of a question that you’d like to ask about your Plan but...
When thinking about creating an estate plan, whether through a Will or a Trust, or sometimes both, many people base their planning on the assumption that they will live until a certain point in the future. A woman might think the Wills she and her husband are writing...
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