One of the things that will be determined by the outcome of the election on Tuesday, and which will have a huge impact on our firm—and on our clients—is the fate of the estate tax. As it stands, the estate tax will be repealed in 2010 and reinstated again in 2011. However, both presidential candidates […]
Read moreDo you know what is going to happen to your assets after you die? Even if you have created a Last Will and Testament you may not be able to answer “yes” to that question. Widow Margaret Amrich thought she was ensuring the answer when she created her Will, a thought in which she was […]
Read moreThe current state of the economy may be putting us all in a tight squeeze, but no cloud is without its silver lining, as Anne Tergesen points out in her Wall Street Journal article. The silver lining in this particular cloud is that the depressed economy and sinking stocks offer an unmatched opportunity to pass […]
Read moreThe final post in our series focuses on the part of your Estate Plan having to do with healthcare. This is the section that is likely to change most often, and will require the most frequent review and update. The backbone of the healthcare portion of your Estate Plan is of course your Advanced Health […]
Read moreThis second in our three part series focuses on the financial portions of your Estate Plan, listing the documents that give your trustees and agents the financial powers they need to manage your finances in your absence. Generally, once you decide who will manage your money when you can’t, and who will get what when […]
Read moreWhen the time comes each year to review your estate plan, the thought of looking through all that paperwork and legal language can be daunting. But the job can be made easier if it is broken down into parts to be reviewed one at a time. Every complete estate plan can be divided into at […]
Read more“The rise of the internet, along with thousands of health-oriented websites, medical blogs, and even doctor-based television and radio programs, means that today’s patients have more opportunities than ever to take charge of their medical care.” So begins Tara Parker-Pope’s article in the New York Times entitled You’re Sick. Now What? Knowledge Is Power. If […]
Read moreAs an estate planning attorney and the mom of the wonderful "kid" in the picture, I meet a lot of parents with the same concern: they want to leave a legacy for their children, but they worry about the repercussions if the children are given too much financial obligation before they are mature enough to […]
Read moreMy conversation with a client yesterday regarding his aging parents’ Long Term Care needs inspired this post. If you are the child of parents who are now over the age of 65, you’ve probably given at least some passing thought to the day when one of your parents may need Long Term Care. Perhaps that […]
Read moreWe have said a number of times in our blog that Estate Planning will bring you peace of mind, and apparently we aren’t the only ones who think so! In fact, Andrew Flusche believes Estate Planning brings enough peace of mind to warrant an entire blog post about it for Leo Babauta’s blog Zen Habits. […]
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