When a spouse dies, the last thing their surviving spouse wants to worry about is estate taxes. The latest change by the IRS gives some grieving spouses more time to get advice from their estate planning attorney.

A robust estate plan provides for the well-being and financial security of your loved ones and helps you protect and control your legacy. Well-structured life insurance has helped many of our clients do just this. We work closely with life insurance professional Carmen Bississo of Cassaday & Company so that our clients get the best […]

You can expect amendments and updates to tax regulations every year, if not more often. An important point to discuss with us before the end of this year is how to get the maximum benefit from the temporarily higher federal gift and estate tax exemption – before it changes. Status Of The Federal Gift & […]

In September, the House of Representatives published proposed changes to tax laws and regulations. If your estate is currently valued at more than $5.5 million (for individuals) or $11 million (for married couples) or if you’re considering setting up a trust, we may recommend that you act before the end of the year because of […]

The unexpected can happen at any time, as we all know far too well. We’ve seen how an accident, death, or unexpected illness – or the unexpected actions of a loved one or family member – can immediately test an estate plan. We’ve also seen how changes in applicable laws can dramatically affect your plan […]

Despite what you may have heard, a will may not be the best plan for you and your family. There are two reasons for this. First, a will does not avoid probate when you die. A will must be validated by the probate court before it can be enforced. Second, as a will only goes […]

One of life’s toughest challenges is to face serious illness, incapacity, or the end of life for a loved one. Here is exactly what you need to know about each of your valuable estate planning documents to help guide you through those times. We create both legal and health documents to ensure that you and […]