Putting off Your Estate Plan is a Grave Mistake

At a time when the economy is slow and money is tight, many people are looking to save money by cutting back on “unessential” expenses—including estate planning.  Although this instinct is understandable, the trend is a disturbing one.  Our firm understands the need to dig in during tough times, but what you may not realize… Read More »

Growing Children Need an Updated Estate Plan

Every parent knows how miraculously fast children seem to grow and develop. So many parents find themselves marveling that their child’s foot ever fit into that tiny set of infant socks, or wistfully packing up the blocks and books their child has outgrown for electronic games or more mature interests. It is cliché to say… Read More »

Memorial Instructions in Literature and in Life

“The Geat people built a pyre for Beowulf, stacked and decked it until it stood four-square, hung with helmets, heavy war-shields and shining armour, just as he had ordered. Then his warriors laid him in the middle of it, mourning a lord far-famed and beloved.” (From Beowulf, translated by Seamus Heaney) Funerals get great coverage… Read More »

Senior Issues on the Silver Screen

It’s that time again, and the news sources are all aglow with coverage… no, not the inauguration—the Oscars! This isn’t something we’d normally talk about on an estate planning blog, but one of the top contenders this year is ‘The Curious Case of Benjamin Button’ (receiving 13 nominations in all); a movie about a man… Read More »

Family Milestones = Estate Planning Milestones

Any parent will tell you that the birth (or adoption) of a child shifts the nature of your thinking irrevocably. One day you look around and discover that your own wants and needs are no longer at the center of your life. We see evidence of this shift when planning for parents of young children,… Read More »

The State of The Estate Tax Under President Obama

When President Bush was elected in 2000, one of his campaign pledges was to make the estate tax go away. And Congress did, in fact, pass legislation that would abolish the estate tax. Kinda. Sorta. What they passed, the Economic Growth and Tax Relief Reconciliation Act of 2001 (EGGTRA),  enacted a series of increases in… Read More »