Estate and Elder Law Information Center
Planning on Dying? Not Planning on Dying? Cover All Your Bases First - *Article Written by William Hayes - You may be decades away from thinking about estate planning or you could be minutes away from needing it. I don’t have to convince you. All you have to do is look around to see evidence of this …
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Estate Planning and Appraisals - Written by Gail Rubin Many items within a household can affect the overall value of the estate. These items include art, jewelry, collectibles, antiques, musical instruments, and the house itself. Appraisals provide a snapshot in time of each item’s value. …
Federal Estate Tax Exemption Is Set to Expire – Are You Prepared? - Maybe not tomorrow, but the sunset of our historically high estate tax exemptions is coming — and with the election on its way, it could be sooner than you think. A window of opportunity opened in 2018 when the Tax Cuts and …
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Death Bed Estate Planning Fire Drill - When a client walks into your office and informs you they have only a very short time to live, time is short and your planning options are more limited. General Review of Client Situation The first thing to do is what you would normally do in your …
Stop the Procrastination! Your family is counting on you and your Legacy depends on it. The "3 Year Estate Plan Review" complimentary consultation is meant to ensure that your estate plan stays up to date with regard to law changes as well as what you wish to accomplish for your family. …
[Read more...] about 3 Year Review: Has it been over 3 years since you’ve reviewed your Estate Plan?
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