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Grantor Trusts Grandfathered: Why You Need To Act Now

March 29, 2022 |

Grantor Trusts Grandfathered: Why You Need To Act Now Even though the Biden plan hasn’t passed, you still should review and revise your estate plan. A lot of changes could happen eventually, such as the sunsetting of the increased gift and estate tax exemption occurring 4 years before it was […]

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How To Best Navigate The Biden Tax Plan

February 16, 2022 |

How To Best Navigate The Biden Tax Plan If you’re in the process of estate planning right now, you may be asking the question: what is the Biden tax agenda, and when, if passed, will it be implemented? What is The Biden Tax Plan? Let’s start with the basics: what […]

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Top 8 New Year’s Resolutions For Estate Planning

January 18, 2022 |

Top 8 New Year’s Resolutions For Estate Planning It’s a new year, which means you have twelve new months to set new goals! Make sure estate planning is one of them. Estate planning is a very important strategy for arranging financial affairs and protecting your assets in the event you […]

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4 Surprising Benefits of Hiring An Estate Planning Lawyer

December 31, 2021 |

4 Surprising Benefits of Hiring An Estate Planning Lawyer If you become unable to manage your own affairs, or you pass away, having up-to-date estate planning documents are essential. These documents will ensure your wishes will be honored. Hiring an estate planning lawyer is beneficial to helping you prepare and […]

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Top 3 Reasons You Shouldn’t Write Your Own Will

November 23, 2021 |

Top 3 Reasons You Shouldn’t Write Your Own Will While writing your own will may save you a little bit of money, it will cost your family a lot of time, aggravation, and possible legal fees in the future. It’s important to remember that a will is a legal document […]

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