June 27, 2022 •
Estate Planning Firearms are unique in this regard; guns are the only item of personal property that carry an inherent risk of legal peril, including potential criminal liability, so careful and deliberate planning is warranted.
Read MoreApril 7, 2022 •
Estate Planning In 2022, the annual exclusion for Federal Gift Taxes increased to $16,000 per person per year. Although there is near-universal acceptance of the importance of gifting, there are several issues you should consider before making any gifts.
Read MoreOctober 26, 2021 •
Estate Planning If your life changes, so should your estate plan. Marriage, divorce, death of a spouse, a birth and a changing relationship with a child are just some of the life changes that may affect your estate plan.
Read MoreJuly 16, 2021 •
Estate Planning If you want loved ones to remember you fondly, tackle your estate planning tasks. Your heirs will thank you for not leaving a legal mess to sort out.
Read MoreMay 11, 2020 •
Estate Planning A more present sense of one's own mortality may drive those who have not made plans before to begin the process of creating an estate plan. For those who have existing plans, are they up to date? How does the changing economic environment affect prior decisions?
Read MoreI am my late brother’s sole beneficiary on various investments held at different investment companies. I would like to divide the assets equally among three relatives.
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