Dear Magic, I read Mr. Farr's recent article about the importance of estate planning and incapacity planning during the Coronavirus pandemic. I’m convinced that it’s certainly wise to do my planning now. One thing I’m concerned … [Read more...]
Print This PageCritter Corner: How Docubank is Protecting Our Clients During the COVID-19 Pandemic
April 3, 2020 by
Why Estate Planning is Even More Important During a Pandemic (Part 1 of a 3-part Series)
March 24, 2020 by
As Millie sits in her kitchen homeschooling her children, she realizes that she really doesn’t remember much of the math she learned in 5th grade. During a break, she turns on the television and a news brief flashes on the screen … [Read more...]
Print This PageWhat Happens to the Tangible “Stuff” from a Parent’s Estate?
February 18, 2020 by
Sophie and her sister and two brothers grew up in a large home with lots of stuff. Their mother, Nancy, liked the finer things in life including Oriental rugs, artwork, fine jewelry, antiques, and collectible coins. Nancy and her … [Read more...]
Print This PageAvoid Disaster: Update Your Estate Planning Documents in Light of New SECURE Act Provision
February 7, 2020 by
Q. I completed my estate planning with your firm five years ago and elected to have my retirement plans pass into a “conduit trust” or “pass-through trust” for the benefit of my daughter, Hannah. My understanding was that the … [Read more...]
Print This PageWhen the Inheritance You Left Isn’t Wanted
January 14, 2020 by
Janet Reno, the nation's first-ever female attorney general, died a little over three years ago (on November 7, 2016) following a long battle with Parkinson's disease. Ms. Reno was born and raised in a small cottage home her … [Read more...]
Print This PageGetting Loved Ones the End-of-life Care They Deserve
January 10, 2020 by
Q. My mother is in her 80’s and has been in the hospital several times this year with pneumonia and urinary tract infections and has been suffering with Parkinson’s for decades. There have been times when I’ve visited her and a … [Read more...]
Print This PageCritter Corner: Plan Ahead to Live Longer
January 10, 2020 by
Dear Hayek, I read somewhere that if you plan ahead for the end of life that you will live longer. Is this true? Thanks! Liv Lawnger --- Dear Liv, According to a recent study, what you say is true, but the study … [Read more...]
Print This PageTop 19 Articles of 2019
January 3, 2020 by
Those who read our newsletter or follow our blog know that we covered a lot of ground in 2019. This past year, the Federal Tax Act increased the federal estate and gift tax exemption from $11.18 million dollars per person to $11.4 … [Read more...]
Print This PageBe Careful Who You Choose as Your Trustee
December 20, 2019 by
Q. One of my top priorities for 2020 is to get my estate planning documents in order. Before doing so, I plan to discuss my wishes with family members over Christmas, although as a single woman without children, I don’t have too … [Read more...]
Print This PageCritter Corner: How to Broach the Topic of Estate Planning During the Holidays
December 20, 2019 by
Dear Rune, We are hosting Christmas dinner this year and the entire family will be there. While we are all in one place, I was thinking it would be a good time to talk about estate planning and incapacity planning. What is the … [Read more...]
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