The Three Tiers of Estate Planning As an Estate Planning Attorney for over 33 years, you start to see trends in planning, common fears that clients face and strategies that gain in importance and favor, to only fall out of favor for more recent trends and strategies. I have practiced Estate Planning thru numerous Presidents […]
The best way to go about holding a family meeting for estate planning purposes. Countless movies and books have told the story of family members gathering together in the office of the family’s attorney for a “reading of the will” when a loved one has passed away. However, long past is the time when the […]
Have you outlined the three tiers of beneficiaries in your estate plan? Many people have a difficult time trying to decide what type of legacy they want to leave behind and who played roles significant enough in their lives to warrant a gift from their estate. Here is a simple guide you can follow to […]
Have you had your Trust reviewed? By Matthew S. Dana, Attorney, CPA, LLM, ChFC and CLU It is true that the estate tax only impacted 1% of all Trusts, however, virtually every Trust that has been drafted over the last 30 years has many provisions in it that are directly related to estate tax code […]
