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Grantor Trusts Grandfathered: Why You Need To Act Now
March 29, 2022 | Share
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 […]
How To Best Navigate The Biden Tax Plan
February 16, 2022 | Share
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 […]
Top 8 New Year’s Resolutions For Estate Planning
January 18, 2022 | Share
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 […]
4 Surprising Benefits of Hiring An Estate Planning Lawyer
December 31, 2021 | Share
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 […]
Top 3 Reasons You Shouldn’t Write Your Own Will
November 23, 2021 | Share
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 […]