Estate Plans Often Require a Review

Blog Website Practice Areas About Becoming A Client Resources Contact Us ← Unique Assets Can Create a Challenge John Mahoney Left Behind $5 Million and Many Heirs → Estate Plans Often Require a Review There are many reasons to revisit your estate plan,...

New Tax Laws Gives New Life to Trusts

Blog Website Practice Areas About Becoming A Client Resources Contact Us ← Business Interest Goes to Charity Preparing for Elder Care Expenses → New Tax Laws Gives New Life to Trusts The wise use of trusts may create some real tax savings under new tax...

How Will IRS Handle Gifting under New Laws?

Blog Website Practice Areas About Becoming A Client Resources Contact Us ← Alzheimer's Can Create Unique Situations Writing Own Estate Plan Is Often a Big Mistake → How Will IRS Handle Gifting under New Laws? New tax laws with new exemptions mean that...

Whistleblower May Get Share of Estate Tax

Blog Website Practice Areas About Becoming A Client Resources Contact Us ← Does New Tax Law Mean Less Estate Planning? Wills and Trusts Are Not the Same but Solve Similar Challenges → Whistleblower May Get Share of Estate Tax Employee claims her boss was...

Does New Tax Law Mean Less Estate Planning?

Blog Website Practice Areas About Becoming A Client Resources Contact Us ← Preparing to Be the Surviving Spouse Whistleblower May Get Share of Estate Tax → Does New Tax Law Mean Less Estate Planning? What should occur to your planning under new laws depends...