Daylight savings is now behind us and spring is officially in the air. As winter thaws, trees start to regain their foliage, and the first tulips begin peeking out, the world feels flush with energy. New life is everywhere and with it, newfound motivation. Spring is...
I met with my longtime client Stan to review his planning. Stan is a widower and his daughter, Anna, is his only child and sole beneficiary. His assets are well below the estate tax threshold. He has retirement savings, personal property, and a house. During our...
Whether you have been married 5 years or 50, you may have a common estate planning concern: what if one of you dies and the survivor remarries? A new relationship after the death of a spouse does not necessarily diminish the love the survivor had for the deceased...
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