Planning is important for your income taxation during life as well as for any estate tax at death. Even though 2021 is just starting, it’s not too early to think about planning for whatever it may … [Read more...]
Face to Face
As our lives become busier and technology becomes more integrated into our lives, we find that nothing compares to the personal (face to face) interaction between our clients, attorneys and … [Read more...]
Estate Planning “Why”
People often have questions about Estate Planning. This is the sixth in a series of articles addressing those questions. This sixth article addresses “why” to do Estate Planning. Read on to learn … [Read more...]
Keep your Estate Planning Documents and Other Important Legal Documents In a Safe Place.
After signing the estate planning documents, our clients are given their original signed documents and copies of their documents in a red Estate Planning Portfolio. Mary Falk, the principal of the … [Read more...]
Restatement/Amendments to your Living Trust
Did you establish your estate plan several years ago? Do you have significant changes in your family? Are you in need of changing those you have named to act as a Successor Trustee or Guardian? Have … [Read more...]
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