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Newsletter Category: Client Focused Newsletter

February 11, 2020

No Clawbacks Allowed: What Does This Mean for You and How to Take Advantage of This Gift

The 2017 Tax Cuts and Jobs Act doubled the gift and estate tax exclusion amount—i.e., the amount that can either be excluded…

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January 14, 2020

Millennials, You Need an Estate Plan Too

As millennials (born 1981 to 1996), you are well known for your distinctiveness as a group. Your generation has followed paths and…

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December 10, 2019

Caregivers, You’re Not Planning Just for Yourself

As a caregiver, you spend much of your time, money, and energy taking care of the needs of others. Those who have…

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November 12, 2019

Steps to Take When a Loved One Dies

As your estate planning attorneys, we are here to help you when your family member or loved one dies.  If you are…

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October 8, 2019

Estate Planning Awareness Week: Having a Conversation with Your Family About Their Estate Plan

In 2008, Congress recognized the need for the public to understand the importance and benefits of estate planning by passing House Resolution…

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September 10, 2019

Important Considerations for Beneficiary Designations of Life Insurance Policies

Life insurance is often one of the most important parts of an estate plan. People usually purchase life insurance to prevent their…

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August 13, 2019

When Is It Critical to Review Your Estate Plan, and Why?

Just like other important life tasks, your estate plan deserves your time and attention. It’s important that you work with us to…

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July 9, 2019

Niche Trusts: As Unique as You Are

You’re not a carbon copy of your neighbor. Likewise, your estate plan shouldn’t be a carbon copy of theirs. A qualified estate planning…

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June 11, 2019

Your Vacation Checklist

You’ve packed sunblock and a beach novel. You’ve planned your itinerary and bought plane tickets. But have you ensured that your estate…

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May 14, 2019

Want a Greater Sense of Purpose? Plan Your Legacy

When you think about the legacy you’ll leave, what comes to mind? Perhaps it’s security for your family or a positive contribution…

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