I love the Tim McGraw song, “In My Next 30 Years.” I have practiced estate planning for 34 years and love planning with purpose. In my first 30 years, it was the “estate tax tail that wagged the dog.” Now, with an $11 million exemption per person, the estate tax is dead for the majority […]
Trust Administration: What Now? One of the biggest myths of estate planning is the thought that an attorney is no longer needed if the decedent died with a Living Trust. It is true that settling the affairs of a loved one who created a Trust is easier and less costly than settling an estate thru […]
Improve your Income and Tax Planning with Charitable Trusts CHARITABLE RETIREMENT ARRANGEMENT (“CRA”) As a practicing estate planning attorney for over 33 years, I have noticed a huge change in a client’s mentality when it comes to estate planning and retirement planning. It used to be that most clients were concerned about having enough to leave […]
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 […]
